Laird Wallace Hepburn

CFP

17 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness Owners

Bsg Advisers

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

294 clients

Average Client Portfolio

$341K average

Assets Under Management

$100.3M

Fee Structure

Minimum Investment:$10K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1M+	1.25%

Fees are inclusive of any sub-adviser or TPMM fees.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$50

Location

56 Hunter Street, Suite 230, Apex, NC, 27502

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2015

Settled

View Full SEC Report How to Read Disclosures

Other 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.