Laurent Boumaza
Laurent Boumaza is a CFP-designated registered investment advisor at Oakwell Private Wealth Management, based in Austin, TX, with 24 years of industry experience. Laurent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 453 clients with $670M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.55% |
Fees are annual, billed monthly or quarterly in arrears, and may be negotiable based upon certain circumstances. Flat fees may also be negotiated.
Fee Estimator
Location
Austin, TX
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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
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
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLCBroker
Mutual Service CorporationBroker
Aig Financial Advisors, INC.Broker
Aig Financial Advisors, INC.
Strategic Financial Concepts, LLC
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations1 state
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
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