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Laurel Wealth Advisors, Llc
Charlotte, North Carolina
5.0
1 Review
Laurel Wealth Advisors, LLC is a reputable investment advisory firm headquartered in Charlotte, NC. With a team of 13 dedicated professionals, including 8 investment advisors, they offer comprehensive financial services to their clients. The firm manages an average of approximately $67,300,000 in assets per investment advisor, which aligns with the industry average.
Laurel Wealth Advisors, LLC serves a diverse client base, boasting over 280 individual clients and managing assets totaling more than $729,233,000. Their primary focus is on high-net-worth individuals, as the majority of the assets they manage are for this segment. Al...see more
Assets Under Mgmt
$729.23M
Investment Professionals
8
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Disclosures
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Reviews for Laurel Wealth Advisors, Llc
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