Laidlaw Wealth Management provides ongoing investment management and personalized financial planning services to individuals, high net worth individuals, trusts, estates, and business entities. The firm builds customized portfolios utilizing asset allocation, mutual funds, exchange-traded funds, fixed income securities, and structured products. Investment management is offered on both a discretionary and non-discretionary basis. In addition, Laidlaw Wealth Management provides financial planning covering retirement, insurance, personal savings, education, and liabilities, as well as consulting on specific financial concerns. The firm may also recommend independent money managers or affiliated entities from its parent company, Laidlaw Holdings, creating potential conflicts of interest that are disclosed to clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee will not exceed 2.00% of assets under management, paid monthly in advance based on average daily balance. Fees are negotiable.