Laura Davis is a CFP-designated registered investment advisor at Financial Lab, based in Decatur, GA, with 9 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, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 20 clients with $1.4M 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 $1.0M | 1.25% |
| $1.0M - $4.0M | 1.00% |
| $4.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Household accounts may be aggregated. Ongoing comprehensive financial planning is included at no extra cost for investment management clients.
Fee Estimator
Location
215 Church Street, #205, Decatur, GA, 30030
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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
Laura works as a financial coach, dedicating about 10-20% of her time during trading hours to this activity.
Employment History
Current Registrations
Financial Lab
Previous Registrations
Dew Wealth Management
Cuthbert Financial Guidance
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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