Kaitlyn Laney
Kaitlyn Laney is a CFP-designated registered investment advisor at Sowell Management, based in Scottsdale, AZ, with 15 years of industry experience. Kaitlyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,624 clients with $4.8B 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 | 2.50% |
Annual fee generally varies up to 2.50% depending on the portfolio size, composition, services rendered, and the specific investment advisor representative. Fees are negotiable.
Fee Estimator
Location
7047 East Greenway Parkway, Suite 250, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2018Other Business ActivitiesSells Insurance
Kaitlyn is an Arizona licensed insurance producer since 2016, with authority in life, accident, health, and sickness lines. She spends minimal time outside of market hours selling insurance policies and products for a commission.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Cwm, LLC
Silverhawk Asset Management, LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Vanguard Marketing CorporationBroker
State Registrations1 state
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
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