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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Asset management fees are negotiable. The maximum annual non-wrap management fee is 2.0%.