Laura Rosenberg is a registered investment advisor at Hayes Wealth Advisors, LLC, based in Dunwoody, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 192 clients with $130M 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 | 1.20% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.65% |
Annual billing rates range from 0.35% to 1.20% for the first $1M, 0.35% to 0.90% for the next $4M, and 0.35% to 0.65% for amounts over $5M. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
Dunwoody, GA
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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 an optometrist at Igalmed, PC, doing business as The Eye Gallery. This takes about 10-20% of her time, including time during trading hours.
Employment History
Current Registrations
Hayes Wealth Advisors, LLC
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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