Laura
Bourbonnais
Financial Gravity Family Office Services, LLC
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About this Advisor
Laura Bourbonnais is a financial advisor based out of Raleigh, North Carolina who has 2 years of relevant experience. Bourbonnais is currently employed by Financial Gravity Family Office Services, LLC. Over the course of their career, Bourbonnais has held roles at Marketwise Financial LLC, First Data, Sole Propietor, H.D. Vest Investment Services, H.D. Vest Insurance Agency Inc, Trigon Tax & Acconting LLC, Fathom Realty LLC, Redefy Realty Raleigh, Financial Gravity Wealth, Inc, Forta Financial Group, Inc, Financial Gravity Family Office Services, LLC, Hd Vest Advisory Services, Linda Craft & Team Realtors and Redfin Corporation. Bourbonnais holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Financial Gravity Family Office Services, LLC is a financial advisory company based out of Austin, TX. It oversees $211 million in total assets between its 1,218 client accounts, placing it among the mid-sized firms in the nation by assets under management. The firm serves one charitable organizations. Of its 1,218 accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically depend on which services the firm provides the client. Fee types billed by Financial Gravity Family Office Services, LLC most likely are comprised of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Gravity Family Office Services, LLC Brokerage Details
$210,940,063
45
1,218
$173,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Laura Bourbonnais Work History
Laura has been registered as a financial advisor for 2 years.*
Financial Gravity Family Office Services, LLC
Forta Financial Group, Inc
Redfin Corporation
Trigon Tax & Acconting LLC
Financial Gravity Wealth, Inc
Redefy Realty Raleigh
Financial Gravity Wealth, Inc
Linda Craft & Team Realtors
Hd Vest Advisory Services
H.D. Vest Investment Services
H.D. Vest Insurance Agency Inc
Fathom Realty LLC
Marketwise Financial LLC
First Data
Sole Propietor
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Laura Bourbonnais to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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