Laurel Buckalew is a registered investment advisor at Insignia Wealth Advisory, based in Opelika, AL, with 10 years of industry experience. Laurel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 66 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
If IWA utilizes an Outside Manager, the above fee schedule includes the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
615 4th Avenue, Opelika, AL, 36801
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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
Laurel is a partial owner of Piedmont Fertilizer Company since 2000, but has no duties and dedicates minimal time to it.
Employment History
Current Registrations
Insignia Wealth Advisory
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Edward Jones
Edward JonesBroker
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.