Laminar Wealth offers customized investment and financial planning services, including retirement planning, tax planning, and estate planning. Laminar's investment approach is based on Modern Portfolio Theory and uses low-cost exchange-traded funds and mutual funds. Laminar provides ongoing personal contact and interaction with clients.
Assets Under Management$130M
Clients27
Advisors2
Avg. per Client$4.9M
Avg. per Advisor$66M
Fee Structure
Planning is included in investment management
Laminar Wealth does not charge a percentage of your portfolio. Instead, Laminar charges a fixed dollar fee for its wealth management services, determined on a client-by-client basis. The specific fixed fee charged will vary from client to client.
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