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

Laidlaw Wealth Management offers investment management services tailored to individual client goals, financial planning services, and consulting services on various financial matters. They may recommend independent money managers and are owned by Laidlaw Holdings, Ltd., which owns other financial services companies, potentially creating conflicts of interest.

Fee Structure

Minimum Investment:$25K
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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Location

521 Fifth Ave, 12th Floor, New York, NY, 10175

6 Advisors at this firm