Laura Davis is a CFP-designated registered investment advisor at Financial Lab, based in Atlanta, GA, with 8 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 18 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. Ongoing Comprehensive Financial Planning is offered to Investment Management clients at no additional cost.
Fee Estimator
Location
659 Auburn Avenue NE #120, Atlanta, GA, 30312
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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
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