LaFlam and Haggerty Investment Advisers Corp. provides investment management services, gathering information about your assets and financial needs to manage your investments. They allocate your account among stocks, REITs, and bonds, and have full authority to buy and sell securities. The firm's executives have college degrees and at least two years of experience in the investment business.
Assets Under Management$50M
Clients67
Advisors2
Avg. per Client$740K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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