Laura Johnson
Laura Johnson is a registered investment advisor at Bayshore Financial Solutions, LLC, based in St. Petersburg, FL, with 10 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 34 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bayshore Financial Solutions offers investment management services where they manage your investments for a fee. Here's how it works:
- Direct Asset Management: You'll pay 1% of the value of your investments each year. This fee can be negotiated.
- Orion Portfolio Solutions: You'll pay 1% of the value of your investments each year to Bayshore Financial Solutions. Orion Portfolio Solutions also charges fees that may not exceed 2% of assets under management. These fees include administration, account maintenance, and strategist fees.
- Fixed/Equity Index Annuity, Variable Annuity and Life Management: You'll pay up to 1% of the value of your investments each year. This fee can be negotiated.
Bayshore Financial Solutions also uses a third-party manager, Gradient Investments, LLC, where fees are based on a percentage of assets under management.
Location
111 2nd Avenue NE, Suite 911, St. Petersburg, FL, 33701
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2018Other Business ActivitiesSells Insurance
Laura is the owner and a licensed insurance agent at Bayshore Retirement Solutions since 2009. This insurance-related business takes about half of Laura's time and occurs during trading hours.
Employment History
Current Registrations
Bayshore Financial Solutions, LLC
Previous Registrations
Gradient Advisors, LLC
Secure Investment Management, LLC
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.