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Samira Laskic

12 Years of Experience

Samira Laskic is a registered investment advisor at Dearborn Partners L.L.C., based in Chicago, IL, with 12 years of industry experience. Samira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 285 clients with $3.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
10 advisors
Number of Clients
285 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Dearborn Partners charges a percentage of your assets annually for investment management. The specific rate depends on the investment strategy and the amount of assets in your account, generally ranging from 0.25% to 1.00%.

Individual client accounts that use Janus Capital Management as a sub-advisor pay an additional 0.50% annual fee. Individual client accounts that use ARK Investment Management as a sub-advisor pay an additional 0.45% annual fee.

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Location

200 W Madison St, Suite 1950, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Samira is the Director of Operations at Dearborn Partners, LLC, an investment management firm, since 2016. She handles all operational matters, dedicating full-time hours to this role, with a few hours per week during securities trading hours.

Employment History
Current Registrations
Dearborn Partners L.L.C.
January 2017 - Present · 9 yrs 3 mos
Previous Registrations
Quasar Distributors, LLCBroker
January 2017 - November 2023 · 6 yrs 10 mos
UBS Financial Services INC.
September 2014 - April 2016 · 1 yr 7 mos
UBS Financial Services INC.Broker
March 2013 - April 2016 · 3 yrs 1 mo
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.