Advisor at Thompson Creek Wealth Advisors
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Location
Baton Rouge, LA
Credentials
Series 66
Industry experience
18 years
Lawrence Paddock is a financial advisor at Thompson Creek Wealth Advisors in Baton Rouge, LA, holding a Series 66 designation and with 18 years of industry experience. He has been with Thompson Creek Wealth Advisors since 2009. Outside of his advisory work, he is involved in managing several non-investment businesses including cocktail bars and a holding company related to production fees. Thompson Creek Wealth Advisors provides fee-only investment advisory, comprehensive financial planning, and portfolio management services to individuals, trusts, estates, retirement and pension plans, as well as investors in pooled investment vehicles and private funds. The firm employs a custom management approach blending strategic and tactical asset allocation across a variety of securities and alternative investments, and is notable for its advisory role with private pooled vehicles and a significant focus on non-discretionary asset management.
Based on Thompson Creek Wealth Advisors
Negotiable fixed fees for certain financial planning services, paid in advance or billed monthly upon completion
$0 - $2,000,000: 0.75% annually (Comprehensive Wealth Advisory Services retainer fee) $2,000,001 - $5,000,000: 0.60% annually $5,000,001 - $10,000,000: 0.45% annually $10,000,001+: 0.35% annually $0 - $2,000,000: 1.00% (Equity Oriented fee-only advisory) or 0.50% (Conservative Fixed Income Oriented) $2,000,001 - $5,000,000: 0.85% (Equity Oriented) or 0.40% (Conservative Fixed Income) $5,000,001 - $10,000,000: 0.65% (Equity Oriented) or 0.30% (Conservative Fixed Income) $10,000,001 - $30,000,000: 0.45% - 0.35% (Equity Oriented) or 0.20% - 0.10% (Conservative Fixed Income) depending on asset amount
Negotiable hourly rate for financial planning services, paid in advance or billed monthly upon completion
Account minimum: $1,000,000 (minimum net worth for Comprehensive Wealth Advisory Services); $500,000 (minimum account size for fee-only investment supervisory services, subject to discretion) Minimum fee: Minimum retainer fee of $9,000 per year for Comprehensive Wealth Advisory Services; minimum fee of $5,000 for fee-only advisory services Fee-only: Fee-only investment advisory services offered with tiered asset-based fees and hourly/fixed fees for financial planning
Baton Rouge, LA
Louisiana · Texas
Thompson Creek Wealth Advisors
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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