Advisor at Tacoma Investment Group
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Firm
Tacoma Investment Group
Location
Tacoma, WA 98417
Credentials
Series 63, Series 65
Industry experience
31 years
Laurence Elvins is the sole advisor at Tacoma Investment Group in Tacoma, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has led Tacoma Investment Group since its founding in 1995. Tacoma Investment Group provides discretionary portfolio management for individuals, trusts, retirement accounts, corporations, pension and profit-sharing plans, and charitable organizations. The firm emphasizes fundamental and qualitative analysis, asset allocation, and long-term investment strategies tailored to client-specific considerations, and it uniquely serves both individual and institutional clients as an independent solo advisor.
$10,000 - $20,000: Flat fee of $50.00 per quarter $20,000 - $2,000,000: 1.0% annually $2,000,001+: Negotiable
A portion of the advisory fee is paid as a commission to the account representative who originated the account.
Account minimum: $10,000 Minimum fee: $50.00 per quarter for accounts between $10,000 and $20,000 Fee-only: Fees paid in advance quarterly; fees may be negotiated; no commissions on advisory fees except portion paid as commission to account representative who originated account
P.O. Box 7002
Tacoma, WA 98417
Washington
Tacoma Investment Group
1995 - Present (31 years)
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