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Lawrence Yoder

Advisor at Halieus Investment Advisors

Updated today

Location

Broadway, VA 22815

Credentials

Series 65

Industry experience

9 years

About

Lawrence Yoder is the principal of Halieus Investment Advisors and holds a Series 65 designation with nine years of experience in financial advisory services. He also owns and manages Horizon Accountants, an accounting firm specializing in tax practice. Halieus Investment Advisors is an independent advisory firm serving individuals, trusts, corporations, pension plans, and charitable organizations with discretionary portfolio management, financial planning, and consulting. The firm focuses on customized portfolios using individual equities and bonds to enhance tax efficiency and limit fees, combining fundamental, technical, and macroeconomic analysis with asset allocation disciplines.

Client services

Based on Halieus Investment Advisors

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Halieus Investment Advisors

Wealth management Tax-loss harvesting Business ownership considerations College savings (529s, UTMA, etc.)

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Fee options

Fixed

Educational classes or workshops fees range from $25 to $150 per class.

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% Over $5,000,000+: 0.65%

Project-based

Financial Planning: $150 per hour (negotiable); Consulting Services: $150 to $300 per hour; Educational Classes: $75 to $150 per hour; Teaching for traders, institutional clients and advisors on hourly negotiated basis.

Other

Fee-only: Fees are directly debited or paid by check; no commissions received; fee-only investment adviser.

Location

113 South Timber Way

Broadway, VA 22815

Most active in

Virginia

Work history

Halieus Investment Advisors, LLC

2015 - Present (11 years)

Horizon Accountants

2003 - Present (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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