Laurence Menna
Laurence Menna is a CFP-designated registered investment advisor at Wealthtarget Investment Advisors, LLC, based in Bakersfield, CA, with 23 years of industry experience. Laurence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 112 clients with $75M 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 $250K | 1.30% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
For fee-based annuities, WealthTarget charges a flat 1% rate. Advisory fees are negotiable.
Fee Estimator
Location
5500 Ming Ave, Suite 335, Bakersfield, CA, 93309-4680
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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
Wealthtarget Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Menna Financial Advisors, LLC
Raymond James Financial Services
State Registrations2 states
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.