Laidlaw Wealth Management LLC
Assets Under Management
$114.8M
Number of Clients
113
Number of Advisors
6
Average Client AUM
$1.0M
AUM per Advisor
$19.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
LWM offers investment management, financial planning, and consulting services tailored to client needs. They may recommend independent money managers and consider client restrictions. LWM is owned by Laidlaw Holdings, Ltd, potentially creating conflicts of interest.
Fee Structure
LWM charges fees for investment management, financial planning, and consulting services. Investment management fees are based on assets under management, not exceeding 2.00% annually. Financial planning and consulting fees range from $150-$300 hourly or $300-$3,000 fixed fee. LWM may receive a fee share from independent money managers they recommend. Fees are negotiable and may be modified at LWM's discretion.
Areas of Practice
Location
521 Fifth Ave, 12th Floor, New York, NY, 10175