Laura Isanuk
Laura Isanuk is a registered investment advisor at Sustainable Advisors Alliance LLC, based in Tulsa, OK, with 11 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 559 clients with $230M 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 $200K | 1.65% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.45% |
| $1.0M - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees are negotiable for accounts above $20,000,000. If using sub-advisors, the fee is 1.95% on all asset levels.
Fee Estimator
Location
12 N Cheyenne Ave, Suite 406, Tulsa, OK, 74103
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 licensed insurance agent in Colorado. This activity requires minimal time.
Employment History
Current Registrations
Sustainable Advisors Alliance LLC
Previous Registrations
First Affirmative Financial Network LLC
UBS Financial Services INC.
State Registrations1 state
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