Laurel Wealth Advisors, LLC
Assets Under Management
$972.7M
Number of Clients
572
Number of Advisors
7
Avg. Portfolio per Client
$1.7M
Avg. Managed per Advisor
$139.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Laurel Wealth Advisors offers investment management services to clients, both with and without the authority to make trades without asking first. Laurel Wealth Advisors creates investment strategies based on each client's goals, time horizon, and risk tolerance. Financial planning services are offered as part of the firm's asset management services at no additional cost.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Areas of Practice
Location
1355 Greenwood Cliff, Ste. 301, Charlotte, NC, 28204