Cosmo Laurino is a registered investment advisor at Bull Harbor Capital LLC., based in Copiague, NY, with 12 years of industry experience. Cosmo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 912 clients with $340M 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 | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
Copiague, NY
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Regulatory History (1)
Customer Dispute
November 2014Other Business Activities
Cosmo works as a sports official and baseball umpire for youth baseball, starting in 2016. These activities are not investment-related and take a few hours per week.
Employment History
Current Registrations
Bull Harbor Capital LLC.
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Nylife Securities LLCBroker
State Registrations4 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.