Laura Seymour is a CFP-designated registered investment advisor at Torchlight Financial, based in Edina, MN, with 10 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 57 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TorchLight Financial's Wealth Management Investment Advisory service includes both financial planning and investment management for a flat annual fee, ranging from $5,000 to $30,000 per year, paid quarterly. There is a minimum annual fee of $5,000 for this service. Some grandfathered clients pay based on a percentage of the value of their investments.
Contact
Laura Seymour
Location
5201 Eden Avenue, Suite 300, Edina, MN, 55436
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Torchlight Financial
Previous Registrations
Cypress Wealth Management, LLC
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.
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