Henrique David Lucena

Laidlaw Wealth Management LLC

17 Years of Experience

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Firm Information

Laidlaw Wealth Management LLC

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.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

2 Alhambra Plaza, Suite 620, Coral Gables, FL, 33134

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Regulatory History (4)

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