Advisor at Asset Management Advisors, 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.
Firm
Asset Management Advisors, LLC
Location
Oklahoma City, OK 73118-1117
Credentials
Series 65
Industry experience
8 years
Laura Roy is a financial advisor with Asset Management Advisors, LLC in Oklahoma City, holding a Series 65 designation and eight years of industry experience. Prior to joining the firm in 2017, she worked at Chesapeake Energy Corporation for five years and operated Laura A. Hackler CPA for two years. Asset Management Advisors, LLC provides discretionary investment management and family office services to individuals, family entities, trusts, corporations, and retirement plans. The firm specializes in value-oriented, total-return portfolios and also manages oil and gas interests, including royalties and specialized property accounting.
Based on Asset Management Advisors, LLC
Fixed fees apply for Family Office and Oil and Gas Management services; fee schedules available upon request.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.50%
Hourly charges apply for Family Office and Oil and Gas Management services; fee schedules available upon request.
Account minimum: $1,000,000 Fee-only: AMA is a fee-only investment advisor.
6307 Waterford Blvd., Suite 200
Oklahoma City, OK 73118-1117
Oklahoma · Texas
Asset Management Advisors, LLC
2017 - Present (9 years)
Laura A. Hackler CPA
2017 - 2019 (2 years)
Chesapeake Energy Corporation
2012 - 2017 (5 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
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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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