Laughna Financial Planning offers wealth management and financial planning services. For wealth management, investment strategies are based on client's financial situation, objectives, time horizon, and risk tolerance. Financial planning services, offered for a fixed project fee or hourly fee, may include recommendations for risk management, investments, taxes, retirement, and estate planning. Laughna Financial Planning does not sell insurance products or prepare legal documents.
Assets Under Management$5.9M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable. If assets under management total less than $500,000, the standard fee billed to the account will be 1.5 % for the first $300,000 and 1.2% for the next $200,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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