Laura Collins
Laura Collins is a registered investment advisor at Provident Wealth Management, based in Burlington, NC, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 101 clients with $33M 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 - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable. Provident also offers cryptocurrency asset management with different fees: Up to $500,000: 2.00%, $500,001 - $3,000,000: 1.50%, $3,000,001 - $5,000,000: 1.25%, Over $5,000,000: 1.00%. Provident may utilize sub-advisors with fees ranging from 0.10%-1.05%.
Fee Estimator
Location
1225 Huffman Mill Rd, Suite 203, Burlington, NC, 27215
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 an insurance agent with Provident Insurance Group, Inc. since 2002, offering various insurance products and annuities, taking about half of her time. She is also a co-owner/vice president and bookkeeper at Gulfstream Capital Partners, Inc, a real estate brokerage, and a managing member and consultant for Crossharbour Partners, LLC, dedicating minimal time and about 10-20% of her time, respectively.
Employment History
Current Registrations
Provident Wealth Management
Previous Registrations
Gradient Investments, LLC
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Signator Investors, INC.
Signator Investors, INC.Broker
Provident Financial Group of the Carolinas
Provident Financial Security, INC.
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.