Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.25% |
Minimum account size is $10,000. Minimum asset-based fee is 0.35% per annum or $50, whichever is greater. Fees are negotiable.
Fee Estimator
Fees vary depending on the service. Comprehensive personal financial planning ranges from $1,500 to $5,000, while continuous planning is $50/month to 1/12 of the comprehensive plan fee. Business-oriented financial planning and personal financial consulting are billed hourly at $150-$450/hour. Investment management fees are asset-based, with a minimum account size of $10,000. The minimum asset-based fee is 0.35% per annum or $50, whichever is greater. The maximum asset-based fee is 2.00% per annum for the first $1,000,000 and 1.25% per annum for amounts over $1,000,000. Pension consulting is hourly or fixed-fee. Financial education and seminars range from $0 to $5,000 per session, and the Financial Wellness program starts at $50 per employee per year. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
56 Hunter Street, Suite 230, Apex, NC, 27502
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Customer Dispute
November 2015Other Business ActivitiesSells Insurance
Laird sells life, disability, long-term care, and related insurance products as a sole proprietor, dedicating a few hours per week. He is also President of TLA Group, Inc., a non-operating company with a minority position in BSG Advisers, and manages personally-owned rental properties, spending minimal time on each.