Henrique Lucena
Henrique Lucena is a registered investment advisor at Laidlaw Wealth Management LLC, based in Coral Gables, FL, with 17 years of industry experience. Henrique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 113 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Laidlaw Wealth Management's fee for managing your investments is based on a percentage of the value of your portfolio. The annual management fee will not exceed 2.00% of the assets they manage. The fee is calculated monthly in advance based on the average daily balance of your account.
Location
2 Alhambra Plaza, Suite 620, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2025Financial
July 2021Regulatory
March 2021Customer Dispute
November 2020Employment History
Current Registrations
Laidlaw Wealth Management LLC
Laidlaw & Company (UK) LTD.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Itau Europa Securities INC.Broker
State Registrations6 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.