Laurie Lee Sowa-Westwood
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management vary between 0.25% and 1.75% annually, depending on the region, third-party independent program selections, and requested services. Financial planning and consulting fees range from $150 to $750 per hour or a flat fee of $2,000 to $25,000, depending on the scope and complexity of the engagement. Clients may also incur transaction charges and fund expenses. Retirement plan services fees generally range between 0.07% and 0.80% of plan assets.
Areas of Practice
Advisor Information
Office location
4211 W. Boy Scout Blvd., Suite 800, Tampa, FL, 33607
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Laurie is a registered investment advisor with The Baldwin Group Wealth Advisors, LLC, dedicating nearly full-time hours to this role. She also works as a registered representative with Equitable Advisors, LLC for about 10-20% of her time, and owns rental real estate. Laurie also has power of attorney for an immediate family member.