Laura Culp is a PFS-designated registered investment advisor at Sikich Financial, based in Naples, FL, with 14 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,164 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.40% |
Schedule reflects the Advisor Managed Portfolios program and Charles Schwab accounts. The Wrap and Unified Managed Account programs have higher rates starting at 2.00%. Fees are negotiable.
Fee Estimator
Location
Naples, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Laura is a Director at Sikich LLP, dedicating nearly full-time hours to the role. She also serves as a trustee or board member for several foundations and organizations, including the Mary S. and David C. Corbin Foundation, Akron Community Foundation, Lafayette College Committee on Financial Policy, and GAR Foundation, spending minimal time on each and receiving some compensation for a few of them.
Employment History
Current Registrations
Sikich Financial
Previous Registrations
Bcg Wealth Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Walter Schacht, CFPTruist Advisory Services, INC.
- Richard Simpson, CFP, ChFCMoran Wealth Management, LLC
- Kodie Fridley, CFPMorgan Stanley
- Nicholas Petralia, CFPLPL Financial LLC
- Timothy Evanson, CFPLPL Financial LLC
- Paul Ewing, CFPCetera Investment Advisers LLC