Laura Rotter is a CFP-designated registered investment advisor at True Abundance Advisors, based in White Plains, NY, with 4 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 4 more. Their firm serves 29 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.75% |
Fee schedule is negotiable based on client needs and complexity of the engagement.
Fee Estimator
Contact
Laura Rotter
Location
White Plains, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
True Abundance Advisors
State Registrations1 state
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Exams
Additional Information
I am passionate about practicing yoga and meditation, which help me create an environment where my clients are able to find that still, small voice inside to guide them toward what they truly value. In my free time, I enjoy skiing, hiking and just "being" with my husband Merrill and my three children, Elana, Ben and Saul.