Laurie Bagley is a CFA-designated registered investment advisor at Strategic Wealth Advisors, LLC, based in Scottsdale, AZ, with 27 years of industry experience. Laurie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 111 clients with $330M 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 | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.45% |
| $15M+ | 0.25% |
Fees on asset levels above $3 million may be negotiable. Strategic Wealth Advisors generally requires a minimum annual fee of $10,000 (based on $1 million in assets) when the client seeks ongoing portfolio supervision.
Fee Estimator
Location
Scottsdale, AZ
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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
Strategic Wealth Advisors, LLC
State Registrations1 state
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