Laidlaw Wealth Management (LWM) offers investment management and financial planning services tailored to individual client needs. LWM develops investment strategies based on client goals, risk tolerance, and time horizon. LWM may recommend no-load mutual funds, exchange-traded funds, structured products, and individual fixed income securities. LWM also provides financial planning services covering areas like retirement, insurance, education, and estate planning. LWM may recommend independent money managers to clients.
Fee Structure
Laidlaw Wealth Management's fee for managing your investments is based on a percentage of the value of your portfolio. The annual management fee will not exceed 2.00% of the assets they manage. The fee is calculated monthly in advance based on the average daily balance of your account.