Laurence Elvins is a registered investment advisor at Tacoma Investment Group, based in Tacoma, WA, with 31 years of industry experience. Laurence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 114 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | Included |
| $20K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Accounts under $20,000 are charged $50 per quarter. Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Location
P.O. Box 7002, Tacoma, WA, 98417
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tacoma Investment Group
State Registrations1 state
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