Laurie Stefanowicz is a registered investment advisor at B Side Partners, LLC, based in Southport, CT, with 14 years of industry experience. Laurie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 25 clients with $62M 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.70% |
| $25M+ | 0.50% |
Fees are negotiable. B Side Partners may direct clients to Focus Point Solutions or Coast Bridge Capital, which also have fees.
Fee Estimator
Location
167 Old Post Road, Southport, CT, 06890
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
B Side Partners, LLC
Previous Registrations
Crestwood Advisors
Catamount Wealth Management
State Registrations1 state
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