Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
24 advisors
Number of Clients
2,613 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$100K

The standard advisory fee is 2.0% of net assets under management, billed quarterly in advance or arrears. Fees are negotiable based on client type, discretionary authority, assets under management, and other factors. The minimum account size is generally $100,000, but this is negotiable. Clients are responsible for additional investment expenses such as custodial charges and brokerage fees.

Areas of Practice
Investment Management
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Advisor Information

Office location

1910 Palomar Point Way, Suite 200, Carlsbad, CA, 92008

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Sprott Asset Management USA INC.
August 2024 - Present · 1 yr 5 mos
Sprott Global Resource Investments LtdBroker
May 2019 - Present · 6 yrs 8 mos
State Registrations50 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aida Argentina Laird - Financial Advisor | AdvisorDiscover