Valerie Haggerty
Valerie Haggerty is a registered investment advisor at Laflam and Haggerty Investment Advisers CORP., based in Southampton, MA, with 21 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 67 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are not negotiable.
Fee Estimator
Location
Southampton, MA
Get directionsHistory
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
Valerie is a partner at LaFlam and Haggerty, CPAs since 1992, an accounting firm. She spends about half her time on this activity, including time during securities trading hours, performing duties commonly provided by CPAs.
Employment History
Current Registrations
Laflam and Haggerty Investment Advisers CORP.
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.