Laura Nash is a registered investment advisor at Madison Partners, based in Shenandoah, TX, 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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,077 clients with $1.3B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
41 advisors
Number of Clients
2,077 clients
Average Client Portfolio
$627K average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum advisory fee is 1.25% and is negotiable. Total fees may include an additional sub-advisor or model manager fee if a sub-advisor platform is utilized.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Shenandoah, TX
Get directionsHistory
Regulatory History (5)
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Financial
November 2019Final
Financial
January 2019Final
Financial
March 2018Final
Financial
October 2017Final
Financial
July 2017Final
Employment History
Current Registrations
Madison Partners
December 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2020 - December 2025 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2020 - December 2025 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2020 - July 2020 · 0 mos
Prudential Financial Planning Services
August 2018 - July 2020 · 1 yr 11 mos
Pruco Securities, LLC.Broker
December 2017 - July 2020 · 2 yrs 7 mos
State Registrations1 state
TX
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.
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