John Laughlin is a CFP, PFS-designated registered investment advisor at Laughlin Financial LLC, based in Bloomington, IN, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 82 clients with $200M 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 $500K | 1.25% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $7.5M | 0.35% |
| $7.5M+ | 0.40% |
For assets under management under $7.5M, fees are calculated using the weighted average blended annual fee rate. For assets under management over $7.5M, a flat rate will be used on all assets. The tier and fees may be negotiable.
Fee Estimator
Location
4151 E. 3rd St, Bloomington, IN, 47401
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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.
Learn about disclosures →Other Business Activities
John owns JRL Properties, LLC, a rental property that leases office space to Laughlin Financial, LLC. He spends minimal time on this activity.
Employment History
Current Registrations
Laughlin Financial LLC
Previous Registrations
Credit Suisse Securities (USA) LLC
State Registrations1 state
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