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CFP
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CFP

Laura Linscott

Savant Wealth Management
10 Years of Experience
South Portland, ME
Broker
View SEC Summary
View SEC Summary

Laura Linscott is a CFP-designated registered investment advisor at Savant Wealth Management, based in South Portland, ME, with 10 years of industry experience. Laura is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 24,034 clients with $56B in assets under management.

Savant Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
403 advisors
Number of Clients
24,034 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$55.6B

Fee Structure

Minimum Investment:$300K
Planning is included in investment management (also available separately)

Savant Wealth Management's fees for investment management range from 0.50% to 1.50% annually, based on the amount you invest and the complexity of services. There are annual minimum fees, and clients with lower amounts invested may pay a higher percentage. Savant typically requires at least $300,000 to open an investment portfolio.

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Location

50 Donald B Dean Drive, #1, South Portland, ME, 04106

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Laura works as an Operations Associate at Richard Brothers Financial Advisors since 2015. This activity is investment-related.

Employment History
Current Registrations
Savant Wealth Management
July 2026 - Present · 3 mos
Richard Brothers, Financial Advisors
May 2018 - Present · 8 yrs 5 mos
Richard Brothers SecuritiesBroker
August 2016 - Present · 10 yrs 2 mos
State Registrations1 state
ME
Advisor

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
No exam information available for this advisor.
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