Laurel Financial Group INC

Fee-Only (% of Portfolio)Fixed/Hourly

Laurel Financial Group helps clients make financial decisions, focusing on financial planning, investment management, and retirement planning. They integrate these areas with estate planning, risk management, education funding, cash flow, debt management, and tax planning. As a legally required to act in your best interest, Laurel Financial Group manages client accounts based on their goals, using asset allocation strategies to reduce risk through diversification. They also provide financial planning services for a fee.

Assets Under Management$100M
Clients195
Advisors5
Avg. per Client$530K
Avg. per Advisor$21M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Asset management fees are negotiable. The maximum annual non-wrap management fee is 2.0%.

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

5 Advisors at this firm