LS
CFP
LS
CFP

Laura Stiles

2 Years of Experience
Atlanta, GA

Laura Stiles is a CFP-designated registered investment advisor at Arcus Capital Partners, LLC, based in Atlanta, GA, with 2 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 435 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
435 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.50%
$5.0M - $10.0M1.00%
$10.0M - $20.0M0.85%
$20.0M - $50.0M0.70%
$50.0M - $100.0M0.60%
$100M+0.50%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3060 Peachtree Road N.W., Suite 1880, Atlanta, GA, 30305

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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
Arcus Capital Partners, LLC
June 2023 - Present · 2 yrs 11 mos
State Registrations1 state
GA
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 Stiles - Financial Advisor | TrueAdvisor