Laughlin Financial LLC offers investment management and financial planning services. Investment management involves ongoing supervision of client accounts. Financial planning covers investment, retirement, insurance, tax, and education planning. Laughlin Financial also provides modular written financial plans and consultations. The firm also offers retirement plan services to plan sponsors and individual participants.
Assets Under Management$200M
Clients82
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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