Lisa Mclaughlin
Lisa Mclaughlin is a registered investment advisor at Premier Wealth Solutions, LLC, based in Lakewood, CO, with 1 years of industry experience. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 14 clients with $14M 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 | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for assets under management over $5,000,000.
Fee Estimator
Location
12211 W. Alameda Pkwy., Suite 120, Lakewood, CO, 80228
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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
Premier Wealth Solutions, LLC
State Registrations1 state
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