Lawrence Ladd is a CFA, CFP-designated registered investment advisor at Coronado Investment Advisors, LLC, based in Carlsbad, CA, with 12 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 38 clients with $28M 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 $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Fees may be negotiable. For Robo strategies, the management fee is fixed 0.35%/year.
Fee Estimator
Location
2794 Gateway Road, #115, Carlsbad, CA, 92009
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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 →Other Business Activities
Lawrence provides credit counseling to the military. This activity is not investment-related.
Employment History
Current Registrations
Coronado Investment Advisors, LLC
Previous Registrations
Financial Guidance Group, INC.
State Registrations5 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.