Laura Rockas is a CFP-designated registered investment advisor at Mersereau, Lazenby & Rockas, L.L.C., based in Suwanee, GA, with 7 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 143 clients with $99M 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 $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K+ | 0.75% |
Fees are negotiable and may be waived or lowered based on historical relationships, account composition, or expected future asset growth.
Fee Estimator
Location
3469 Lawrenceville Suwanee Rd, Ste B, Suwanee, GA, 30024
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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 →Employment History
Current Registrations
Mersereau, Lazenby & Rockas, L.L.C.
State Registrations1 state
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
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