Laurence Benedict is a registered investment advisor at Ot Advisors LLC, based in Boca Raton, FL. Laurence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OT Advisors manages investments for exchange traded funds (ETFs) and separately managed accounts (SMAs). The fees for managing ETFs are described in the ETF's prospectus. For SMAs, the fee is typically 1.5% of the assets managed, calculated based on the average daily assets and billed quarterly in advance. Performance-based fees may also apply to SMA accounts.
Location
7284 W Palmetto Park Road, Suite 303, Boca Raton, FL, 33433
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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 ActivitiesSells Insurance
Laurence is the Owner & CEO of Opportunistic Trader, an investment advice subscription service, dedicating about half their time. Laurence is also the Principal of Banyan Global Insurance, an insurance agency focused on corporate and HNW clients, spending a few hours per week advising the operating team.
Employment History
Current Registrations
Ot Advisors LLC
State Registrations1 state
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