Laureate Wealth Management, LLC
Assets Under Management
$102.8M
Number of Clients
40
Number of Advisors
5
Avg. Portfolio per Client
$2.6M
Avg. Managed per Advisor
$20.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Laureate Wealth Management offers investment advice and manages portfolios for individuals, trusts, estates, charities, retirement plans, corporations, and other entities. Services include investment strategy, portfolio management, financial planning, and estate planning. The firm analyzes clients' financial situations, goals, and risk tolerance to create tailored investment recommendations. They may also recommend unaffiliated money managers to manage portions of client portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable. Minimum account size is generally $1,000,000, implying a minimum fee of $10,000, but may be waived.
Fee Estimator
Areas of Practice
Location
460 N. Main Street, Suite 304, Glen Ellyn, IL, 60137