LB
CFP · ChFC
LB
CFP · ChFC

Laura Bruce

21 Years of Experience

Laura Bruce is a CFP, ChFC-designated registered investment advisor at Alaska Wealth Advisors, based in Anchorage, AK, with 21 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 629 clients with $930M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
629 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$925.4M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable depending on the size of the account and other considerations.

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

3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503

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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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Employment History
Current Registrations
Alaska Wealth Advisors
February 2015 - Present · 11 yrs 2 mos
Previous Registrations
Alaska Permanent Capital Management CO
February 2008 - February 2015 · 7 yrs
Kms Financial Services, INC
November 2007 - November 2007 · 0 mos
Financial Resources INC
April 2004 - December 2007 · 3 yrs 8 mos
State Registrations2 states
AKTX
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.