Laureate Wealth Management offers investment advice and manages portfolios for individuals, trusts, estates, charities, retirement plans, corporations, and other entities. Services include investment strategy, portfolio management, financial planning, and estate planning. The firm analyzes clients' financial situations, goals, and risk tolerance to create tailored investment recommendations. They may also recommend unaffiliated money managers to manage portions of client portfolios.
Assets Under Management$100M
Clients40
Advisors5
Avg. per Client$2.6M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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