Unclaimed
Laurie Dotter is a registered Investment Advisor Representative with Transwestern Investment Management, LLC. Laurie is a Registered Investment Advisor representative in Texas. Laurie Dotter has been with Transwestern Investment Management, LLC since October 2010. Laurie's firm manages approximately $4,016,507,470 in assets. The firm's client types include Joint Ventures, Pooled Investment Vehicles and insurance companies. The firm provides portfolio management for businesses and portfolio management for pooled investment vehicles. The firm charges fees based on a percentage of assets, fixed fees and performance-based fees.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Acquisition fee
1
2
TX
05/23/2012 - Present
Transwestern Investment Management, LLC (HOUSTON TX)
Active
Inactive
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