Cody Laidlaw
Cody Laidlaw is a registered investment advisor at DBA Seaside Financial & Insurance Services, based in Greenwich, CT, with 4 years of industry experience. Cody 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, Retirement Planning, and 1 more. Their firm serves 132 clients with $79M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Fees may be different depending on the complexity of the client’s portfolio and investment needs. Fees are negotiable. Lower fees may be available to family accounts and aggregated fees for household accounts.
Fee Estimator
Location
255 Glenville Rd., Greenwich, CT, 06831
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Cody is the Head of Investor Relations at Belpointe Real Estate Development, a private equity firm specializing in real estate development. This role takes nearly full-time hours.
Employment History
Current Registrations
DBA Seaside Financial & Insurance Services
State Registrations1 state
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.