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Cort Allen Laurence

Strategic Financial Concepts, LLC
25 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEducation PlanningTax PlanningEstate PlanningInvestment Management
Strategic Financial Concepts, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
3,290 clients
Average Client Portfolio
$306K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.50%
$500K - $1.0M2.00%
$1M+1.50%

Fees may be negotiable based on individual Client circumstances and the scope of the relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

Euless, TX

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2014
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Financial Concepts, LLC
April 2008 - Present · 17 yrs 10 mos
Previous Registrations
LPL Financial LLCBroker
September 2009 - June 2019 · 9 yrs 9 mos
Mutual Service CorporationBroker
October 2008 - September 2009 · 11 mos
American General Securities Incorporated
October 2002 - October 2008 · 6 yrs
American General Securities IncorporatedBroker
October 2002 - October 2008 · 6 yrs
Franklin Financial Services CorporationBroker
June 2002 - October 2002 · 4 mos
Sws Financial ServicesBroker
August 2000 - May 2002 · 1 yr 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Cort Allen Laurence - Financial Advisor | TrueAdvisor