Tom Lau is a registered investment advisor at Envoy Advisory INC., based in Colorado Springs, CO, with 4 years of industry experience. Tom operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,999 clients with $610M 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 | 2.05% |
Maximum annual fee for individual retirement accounts and taxable accounts is 2.05%, with basic level fees up to 0.65% and additional model program fees up to 0.45%. Fees are negotiable.
Fee Estimator
Location
5333 N Union Blvd, Suite 200, Colorado Springs, CO, 80918
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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
Envoy Advisory INC.
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.
Exams
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