LV
LV

Layla Rene Vanderslice

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
608 clients
Average Client Portfolio
$620K average
Assets Under Management
$377.1M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $3.0M1.25%
$3M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

61 Atlanta Street Se, Marietta, GA, 30060

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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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Layla is a licensed insurance agent. This activity is not investment-related.

Employment History
Current Registrations
Your Retirement Coach
April 2024 - Present · 1 yr 10 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Layla Rene Vanderslice - Financial Advisor | TrueAdvisor