LD
CFP
LD
CFP

Laura Delmolino

30 Years of Experience

Laura Delmolino is a CFP-designated registered investment advisor at St. Germain Investment Management, based in Springfield, MA, with 30 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,159 clients with $3.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
29 advisors
Number of Clients
6,159 clients
Average Client Portfolio
$503K average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5M+0.60%

Fees may be negotiable. A minimum quarterly management fee of $25 applies (prorated monthly).

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

1500 Main St, 25th Floor, Springfield, MA, 01115-1001

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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.

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Other Business Activities

Laura is an at-large board member of the Mass. Maritime Academy Parents Association since January 2022. This activity, which is not investment-related, requires a few hours per week.

Employment History
Current Registrations
St. Germain Investment Management
July 2022 - Present · 3 yrs 9 mos
Previous Registrations
St. Germain Securities, INC.Broker
May 2021 - December 2024 · 3 yrs 7 mos
Ameriprise Financial Services, INC.Broker
September 2005 - June 2012 · 6 yrs 9 mos
First Montauk Securities CORP.Broker
April 1999 - September 2005 · 6 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
January 1991 - April 1999 · 8 yrs 3 mos
American Express Financial Advisors INC.Broker
November 1989 - October 1990 · 11 mos
Ids Life Insurance CompanyBroker
November 1989 - October 1990 · 11 mos
Shearson Lehman Hutton INC.Broker
May 1986 - November 1989 · 3 yrs 6 mos
State Registrations2 states
MATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.