Laurel Wealth Advisors (LWA) offers investment management services, both with and without the ability to make trades without asking you first. LWA creates investment strategies based on your goals, timeline, and risk tolerance. LWA may also offer financial planning services as part of their investment management, at no additional cost.
Assets Under Management$970M
Clients572
Advisors7
Avg. per Client$1.7M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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