AS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
113 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$114.8M
Fee Structure
Minimum Investment:$25K
Financial Plan Fee:$300 - $3,000
Hourly Rate:$150 - $300/hr
LWM's investment management fees are based on a percentage of assets under management, not to exceed 2.00% annually. Financial planning and consulting services are offered with hourly fees ($150-$300/hour), fixed fees ($300-$3,000), or ongoing fixed fee retainers ($300-$3,000 annually). LWM may receive a fee share from independent money managers they recommend. Fees are negotiable.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
521 Fifth Ave, 12th Floor, New York, NY, 10175
Get directionsRegulatory History (1)
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Investigation
December 2022Employment History
Current Registrations
Laidlaw Wealth Management LLC
April 2010 - Present · 15 yrs 9 mos
Laidlaw & Company (uk) Ltd.Broker
July 2002 - Present · 23 yrs 6 mos
Previous Registrations
Sands Brothers & Co., Ltd.Broker
March 1999 - October 2004 · 5 yrs 7 mos
Cibc Oppenheimer CORP.Broker
January 1992 - August 1998 · 6 yrs 7 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.