Henry Mccormack
Henry Mccormack is a registered investment advisor at Laidlaw Wealth Management LLC, based in New York, NY, with 16 years of industry experience. Henry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 123 clients with $110M 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 | 2.00% |
Annual management fee will not exceed 2.00% of assets under management, paid monthly in advance based on average daily balance. Fees are negotiable.
Fee Estimator
Location
521 Fifth Ave, 12th Floor, New York, NY, 10175
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
Henry is a member of Staq Partners, LLC, an investment/advisory services firm, but has a passive interest and spends minimal time on it. He also works as a soccer coach and chess coach, dedicating about 10-20% of his time and minimal time respectively to these activities.
Employment History
Current Registrations
Laidlaw Wealth Management LLC
Laidlaw & Company (UK) LTD.Broker
State Registrations42 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.
Exams
More Advisors
- Alex ShtaynbergerLaidlaw Wealth Management LLC
- Matthew ParkerLaidlaw Wealth Management LLC
- Joshua Bronstein, CFANeuberger Berman Bd LLC
- Daniel Silver, CFACibc Private Wealth Advisors, INC.
- Peter May, CFPHfh Planning INC.
- Joshua Rubin, CFPNerdwallet Wealth Partners, LLC