Laura Simpson is a CFP-designated registered investment advisor at Pax Financial Group, based in San Antonio, TX, with 16 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,350 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PAX Financial Group manages investments through a wrap fee program. The annual fee is a percentage of your portfolio's value, and the rate decreases as your portfolio grows. The fee is negotiable. If a sub-adviser platform is used, there will be an additional non-negotiable fee.
Here's the fee schedule:
- $0 - $199,999: 1.50%
- $200,000 - $499,999: 1.25%
- $500,000 - $999,999: 1.00%
- $1,000,000 - $1,999,999: 0.90%
- $2,000,000 - $2,999,999: 0.80%
- $3,000,000 – $3,999,999: 0.70%
- $4,000,000 – $4,999,999: 0.60%
- $5,000,000 +: 0.50%
Location
270 North Loop 1604 East, Suite 200, San Antonio, TX, 78232
Get directionsHistory
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 ActivitiesSells Insurance
Laura is a notary public, spending minimal time on this activity. She is also a board member of Henderson County Rescue Mission and a licensed insurance agent.
Employment History
Current Registrations
Pax Financial Group
Previous Registrations
360 Wealth Management, LLC
LPL Financial LLCBroker
Credit Union Investment Services
Secu Brokerage ServicesBroker
MML Investors Services, INC.Broker
State Registrations2 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.