Advisor at B&L Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mclean, VA 22102
Credentials
Series 63, Series 65, Series 66
Industry experience
12 years
Laura Beldin is a financial advisor at B&L Wealth Group, LLC with 12 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining B&L Wealth Group, she worked at Merrill Lynch and Bank of America. In addition to her advisory role, she is also a licensed insurance agent involved in insurance sales. B&L Wealth Group provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm serves a notable non-U.S. client base and offers tailored asset allocations using a range of investment vehicles, including a proprietary concentrated equity strategy and performance-based fee arrangements for qualified clients.
Based on B&L Wealth Group, LLC
Based on B&L Wealth Group, LLC
One-time fixed fee for international custody accounts between $2,000 and $10,000
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.85% $5,000,000 - $8,000,000: 0.75% $8,000,000 - $10,000,000: 0.65% $10,000,000 - $15,000,000: 0.55% $15,000,000 - $20,000,000: 0.50% $20,000,000 - $25,000,000: 0.45% $25,000,000+: 0.40%
20% of quarterly net gains on Flagship Strategy accounts with a high-water mark, charged quarterly in arrears; Flagship Strategy also charges a 0.20% quarterly asset-based management fee
Account minimum: $1,000,000 Fee-only: Financial planning and consulting fees range from $5,000 to $15,000, negotiable based on scope and complexity; one-time fixed fee for international accounts between $2,000 and $10,000
1765 Greensboro Station Pl., Tower 1, Ste. 900
Mclean, VA 22102
Virginia
B&L Wealth Group, LLC
2024 - Present (2 years)
Merrill
2017 - 2024 (7 years)
Bank of America, N.A.
2011 - 2024 (13 years)
Bank Of America, N.a.
2007 - 2017 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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