Advisor at Evanson Asset Management, LLC
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Firm
Evanson Asset Management, LLC
Location
Santa Cruz, CA
Credentials
CFP®, Series 65
Industry experience
18 years
Laura Kelly is a CFP® and holds a Series 65 license with 18 years of industry experience. She has been with Evanson Asset Management, LLC since 2013. Evanson Asset Management serves individuals, families, trusts, endowments, qualified retirement plan sponsors, and business entities by providing discretionary investment management and written financial planning. The firm employs a strategic asset allocation approach using broadly diversified, low-cost, passively managed funds and selective fixed-income holdings, focusing on long-term goals with portfolios generally oriented toward buy-and-hold strategies.
Based on Evanson Asset Management, LLC
Financial Planning Services at $200 per hour
Account minimum: $500,000 Minimum fee: Fixed annual fee typically between $2,500 to $8,000 per year, paid quarterly ($625 to $2,000 per quarter); may be higher for complex or large accounts; one-time setup fee up to $250-$750 may be charged Fee-only: Investment management fees are fixed annual fees paid quarterly; Financial Planning charged at $200/hour with standard plans starting at $800
Santa Cruz, CA
California · Texas
Evanson Asset Management, LLC
2013 - Present (13 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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