Laura Hartman is a registered investment advisor at Rosenberg Wealth Advisors, based in Beverly Hills, MI, 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 Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 161 clients with $230M 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 $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $25.0M | 0.80% |
| $25M+ | 0.80% |
For clients with over $25,000,000, a blended tier schedule applies: first $25M at 0.80%, next $25M at 0.60%, next $50M at 0.40%, and above $100M at 0.20%. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
Beverly Hills, MI
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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 →Employment History
Current Registrations
Rosenberg Wealth Advisors
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
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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