LF
LF
Laura Fasan
28 Years of Experience
2 DisclosuresMay Earn CommissionSells Insurance
Laura Fasan is a registered investment advisor at Providence Wealth Advisors, LLC, based in Frankfort, IL, with 28 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 653 clients with $680M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
653 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$684.4M
Fee Structure
Minimum Investment:$40K
Planning is included in investment management
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fee schedule is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
20220 South Lagrange Road, Frankfort, IL, 60423
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2007Denied
Customer Dispute
September 2002Denied
Other Business ActivitiesSells Insurance
Laura is insurance licensed in variable, life, and health insurance.
Employment History
Current Registrations
Providence Wealth Advisors, LLC
October 2017 - Present · 8 yrs 6 mos
Previous Registrations
Providence Wealth Advisors, LLC
October 2017 - December 2017 · 2 mos
LPL Financial LLC
February 2017 - September 2017 · 7 mos
LPL Financial LLCBroker
February 2017 - September 2017 · 7 mos
Infinex Investments, INC.Broker
May 2009 - February 2017 · 7 yrs 9 mos
Infinex Investments, INC.
May 2009 - February 2017 · 7 yrs 9 mos
Next Financial Group, INC.
June 2007 - May 2009 · 1 yr 11 mos
Next Financial Group, INC.Broker
June 2007 - May 2009 · 1 yr 11 mos
Vision Asset Management INC
February 2007 - June 2007 · 4 mos
Vision Investment Services, INC.Broker
February 2007 - June 2007 · 4 mos
Lasalle Financial Services, INC.
October 2001 - January 2007 · 5 yrs 3 mos
Lasalle Financial Services, INC.Broker
April 1998 - January 2007 · 8 yrs 9 mos
Laughlin Group Advisors, INC.Broker
July 1997 - April 1998 · 9 mos
State Registrations1 state
IL
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.