Advisor at Cerity partners LLC
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Laurie Belew is a CFP® professional with 16 years of industry experience, currently serving at Cerity Partners LLC since 2022. Prior to joining Cerity, she worked at FJY Financial from 2006 to 2022. Outside of her advisory role, she is involved as secretary for family-run businesses engaged in farming, oil royalties, and various investments. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base including individuals, families, institutions, and corporations, offering customized portfolio management with a focus on diversified asset allocation and access to alternative and private-market investments.
Based on Cerity partners LLC
Based on Cerity partners LLC
Flat fees may be charged for financial planning and other non-investment advisory services, negotiated per engagement.
Commissions are earned by affiliated insurance agency CP Risk Management on insurance and annuity products; also, certain employees acting as registered representatives earn commissions on brokerage transactions.
Hourly fees may be charged for financial planning or other consulting services, based on scope of engagement.
Performance-based fees are charged to qualified clients under Rule 205-3; also, affiliated private investment vehicles may charge performance fees as described in governing documents.
Minimum fee: Minimum fees may be charged if assets under management fall below a threshold; specifics are negotiated with each client and may exceed 1.50% of assets under management. Fee-only: Financial planning fees may be charged as flat fees or included in investment management fees; fees are negotiable and vary by client circumstances.
3100 N A Street, Bldg. B, Suite 125
Midland, TX 79705
Texas · Virginia
Cerity Partners LLC
2022 - Present (4 years)
FJY Financial
2006 - 2022 (16 years)
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Real estate agent
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