Laura Devore
Laura Devore is a registered investment advisor at Devore Financial Advisors LLC, based in Escondido, CA, with 33 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 40 clients with $51M 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
Escondido, CA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Laura is an independent insurance agent for Apriem Insurance Services, dedicating about 10% of her time to this activity.
Employment History
Current Registrations
Devore Financial Advisors LLC
Previous Registrations
Apriem Advisors
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Citistreet Equities LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Cambridge Investment Research, INC.Broker
Fidelity Brokerage Services, INC.Broker
Angeles Securities CorporationBroker
Fidelity Brokerage Services, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations1 state
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.