Lawrence Yoder is a registered investment advisor at Halieus Investment Advisors, based in Broadway, VA, with 9 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 4 clients with $1.3M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
The annual fees are negotiable.
Fee Estimator
Location
113 South Timber Way, Broadway, VA, 22815
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Lawrence is the owner of Horizon Accountants, managing the tax practice and overseeing staff since 2003. This takes about a quarter of his time, including time during trading hours.
Employment History
Current Registrations
Halieus Investment Advisors
State Registrations1 state
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