Cory Laird
Cory Laird is a CFP-designated registered investment advisor at Minichmacgregor Wealth Management, LLC, based in Saratoga Springs, NY, with 9 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 928 clients with $720M 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 portfolio management fees range from 0.50% to 2.50% depending on the market value of assets under management. Fees are negotiable in special circumstances.
Fee Estimator
Location
21 Congress Street, Suite 203, Saratoga Springs, NY, 12866
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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 →Employment History
Current Registrations
Minichmacgregor Wealth Management, LLC
Previous Registrations
Park Avenue Securities LLC
State Registrations3 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
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