Laird Hepburn is a CFP-designated registered investment advisor at Bsg Advisers, based in Apex, NC, with 17 years of industry experience. Laird operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 272 clients with $130M 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 $1.0M | 2.00% |
| $1M+ | 1.25% |
The minimum asset-based fee is 0.35% per annum or $50, whichever is greater.
Fee Estimator
Location
56 Hunter Street, Suite 230, Apex, NC, 27502
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2015Other Business ActivitiesSells Insurance
Laird sells life, disability, long-term care, and related insurance products as a sole proprietor, dedicating a few hours per week. He is also President of TLA Group, Inc., a non-operating company with a minority position in BSG Advisers, and manages personally-owned rental properties, spending minimal time on each.
Employment History
Current Registrations
Bsg Advisers
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Princor Financial Services CorporationBroker
State Registrations10 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.