Advisor at WealthTarget Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
WealthTarget Investment Advisors, LLC
Location
Bakersfield, CA 93309-4680
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Laurence Menna is a CFP® professional with 23 years of experience in financial advising. He has been with WealthTarget Investment Advisors, LLC since 2003, serving clients from Bakersfield, CA. WealthTarget Investment Advisors, LLC serves individual investors as well as pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides customized portfolio allocations focused on strategic asset allocation, combining actively managed and lower-cost funds, and offers specialized plan-level services including ERISA-focused 401(k) consulting and technology integrations.
Based on WealthTarget Investment Advisors, LLC
Based on WealthTarget Investment Advisors, LLC
$0 - $250,000: 1.30% $250,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.70% $5,000,001+: 0.40%
$250/hour
Account minimum: $100,000
5500 Ming Ave, Suite 335
Bakersfield, CA 93309-4680
California · Texas
WealthTarget Investment Advisors, INC.
2003 - Present (23 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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