Laura Robitaille is a registered investment advisor at Bcas, based in Bedford, NH, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 286 clients with $390M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $7.0M | 0.40% |
| $7.0M - $10.0M | 0.30% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.20% |
Negotiated rates for balances over $20,000,000. This schedule is for Equity or Balanced Portfolios. Fixed Income Only Portfolios have a different schedule: First $2,000,000: 0.65%, Next $3,000,000: 0.50%, Balance: 0.40%. Value Added Cash Management Only Portfolios have a different schedule: First $5,000,000: up to 0.25%, Balance: up to 0.20%. Structured Note Only Portfolios: 0.30%
Fee Estimator
Location
1 Bedford Farms Dr, Suite 102, Bedford, NH, 03110
Get directionsHistory
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 Activities
Laura works in retail sales at Home Depot, providing customer service and managing orders. This takes about half of her time and is not investment-related.
Employment History
Current Registrations
Bcas
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.