Laurel Wealth Planning (LWP) provides wealth management and financial planning services. Financial planning is offered on an hourly fee basis. Wealth management services provide ongoing investment advice based on individual client needs. LWP creates and manages portfolios using individual equities, bonds, mutual funds, and ETFs. LWP may also use outside portfolio managers.
Assets Under Management$400M
Clients168
Advisors6
Avg. per Client$2.4M
Avg. per Advisor$66M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $500K | 1.00% |
| $500K - $1.3M | 0.90% |
| $1.3M - $2.3M | 0.85% |
| $2.3M - $4.3M | 0.70% |
| $4.3M - $7.8M | 0.60% |
| $7.8M - $20.0M | 0.50% |
| $20M+ | 0.50% |
All fees may be negotiated at the Adviser’s choice.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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