Laughter Financial provides financial planning and investment advisory services. Financial planning covers areas like cash flow, debt management, retirement, risk management, college savings, and estate planning. Investment advisory services involve managing tailored investment portfolios based on client goals. Laughter Financial may suggest using third-party managers for portfolio management. Clients are not required to use Laughter Financial for investment advisory services.
Assets Under Management$16M
Clients25
Advisors1
Avg. per Client$650K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For clients with more than $500,000 in AUM, comprehensive financial planning services are provided at no additional cost.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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