LS
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Laura Sword
39 Years of Experience
San Diego, CA
1 Disclosure
Laura Sword is a registered investment advisor at Christopher Weil & CO INC, based in San Diego, CA, with 39 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 519 clients with $900M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
519 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$896.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
First $1,000,000 is covered by the $10,000 minimum annual fee. Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
11236 El Camino Real, Suite 200, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
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Regulatory
November 1992Final
Employment History
Current Registrations
Christopher Weil & CO INC
October 2015 - Present · 11 yrs
Previous Registrations
Christopher Weil & Company, INC.Broker
June 1994 - November 2015 · 21 yrs 5 mos
Brokers Investment CorporationBroker
April 1987 - December 1992 · 5 yrs 8 mos
Christopher Weil & Company, INCBroker
September 1985 - August 1986 · 11 mos
State Registrations1 state
CA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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