LB
CFP
LB
CFP
Laurent Boumaza
23 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
331 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$461.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.55% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Austin, TX
Get directionsHistory
Regulatory History
Clean regulatory record
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
Laurent is an insurance agent for Legacy CFO, providing non-variable insurance since 2015, dedicating minimal time. Laurent is also a landlord for real estate properties since 2013, spending minimal time processing lease payments and coordinating contractors.
Employment History
Current Registrations
Oakwell Private Wealth Management
September 2015 - Present · 10 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2015 - December 2017 · 2 yrs 2 mos
LPL Financial LLCBroker
September 2009 - September 2015 · 6 yrs
Mutual Service CorporationBroker
December 2008 - September 2009 · 9 mos
Aig Financial Advisors, INC.
October 2008 - December 2008 · 2 mos
Aig Financial Advisors, INC.Broker
October 2008 - December 2008 · 2 mos
Strategic Financial Concepts, LLC
May 2007 - September 2015 · 8 yrs 4 mos
American General Securities Incorporated
October 2003 - October 2008 · 5 yrs
American General Securities IncorporatedBroker
October 2002 - October 2008 · 6 yrs
Franklin Financial Services CorporationBroker
July 2002 - October 2002 · 3 mos
State Registrations1 state
TX
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.