Laura Maksymkow
Laura Maksymkow is a ChFC-designated registered investment advisor at B&e Investment Advisers, INC., based in Wayzata, MN, with 28 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
B&E Investment Advisers typically charges 1% annually for managing your investments, billed at 0.25% per quarter. However, when using a third-party money manager like Valmark Advisers, the total fee you pay will be the sum of B&E's advisory fee and the third-party manager's program fee. For example, with Valmark's TOPS or ACCESS Plus programs, the total fee is 1.25% annually on the first $1,000,000 and 1.20% on amounts above that. B&E has the discretion to negotiate any B&E fees.
Location
282 E. Wayzata Blvd.,, Wayzata, MN, 55391-1621
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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.
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Laura is a general member and 1/6 owner of Southpit LLC, a gravel pit, and spends minimal time on bookkeeping duties. She also has ownership and vice president roles in Business & Estate Advisers, Inc., B&E Pension Advisers, Inc., and B&E Investment Advisers, Inc., all investment-related businesses.
Employment History
Current Registrations
B&e Investment Advisers, INC.
Valmark Securities, INC.Broker
Valmark Securities, INC.
Previous Registrations
PFS Investments INC.Broker
State Registrations3 states
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.