Mathew Moschovas
Mathew Moschovas is a registered investment advisor at Laidlaw Wealth Management LLC, based in New York, NY, with 9 years of industry experience. Mathew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 123 clients with $110M 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 | 2.00% |
Annual management fee will not exceed 2.00% of assets under management, paid monthly in advance based on average daily balance. Fees are negotiable.
Fee Estimator
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.
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 →Other Business Activities
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
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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