Mathew Moschovas is a registered investment advisor at Laidlaw Wealth Management LLC, based in New York, NY, with 8 years of industry experience. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 113 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Laidlaw Wealth Management's fee for managing your investments is based on a percentage of the value of your portfolio. The annual management fee will not exceed 2.00% of the assets they manage. The fee is calculated monthly in advance based on the average daily balance of your account.
Location
521 Fifth Ave, 12th Floor, New York, NY, 10175
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mathew is an associate at Lucius Partners LLC, a consulting management firm, since January 2020. He spends about 10-20% of his time on duties including communicating with board members, research, creating presentations, and assisting with the website.
Employment History
Current Registrations
Laidlaw Wealth Management LLC
Laidlaw & Company (UK) LTD.Broker
State Registrations52 states
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