Laura Sirhal
Laura Sirhal is a registered investment advisor at Washington Financial Group, INC., based in Centerville, MA, with 3 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 209 clients with $100M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The annual asset management fee charged shall not exceed 2.20% plus the custodian account annual fees and/or not-in-house portfolio manager’s fees, when applicable.
Fee Estimator
Location
Centerville, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laura works as a Senior Accountant - Venture Capital Division and Accounting Consultant for Kranz Consulting, providing third-party fund administration services. This investment-related activity takes her full-time.
Employment History
Current Registrations
Washington Financial Group, INC.
State Registrations1 state
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