LB
CFP
LB
CFP

Laura Biermann

9 Years of Experience
Bloomington, MN
May Earn Commission

Laura Biermann is a CFP-designated registered investment advisor at Legacy Financial Advisors Corporation, based in Bloomington, MN, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 245 clients with $320M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
245 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$317.7M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

Legacy Financial Advisors manages investment accounts for a fee based on a percentage of the assets they manage. The specific percentage is negotiable and typically falls between 0.70% and 1.25%. This fee covers both wealth management and general financial consulting.

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Location

3500 American Blvd West, Suite 675, Bloomington, MN, 55431

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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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Employment History
Current Registrations
Legacy Financial Advisors Corporation
February 2017 - Present · 9 yrs 3 mos
State Registrations1 state
MN
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.
Laura Biermann - Financial Advisor | TrueAdvisor