A complete list of active advisors currently associated with Laurentine Investments LLC

Warmer can help you find a great advisor at Laurentine Investments LLC or one who fits your needs even better.

Laurentine Investments LLC provides discretionary portfolio management to individuals, high-net-worth individuals, and trusts, preparing an investment policy statement for each client and monitoring portfolios regularly. The firm manages approximately $4.05 million across a very small client base and requires a limited power of attorney to implement trades on behalf of clients. The firm’s investment approach centers on fundamental analysis and long-term, value-oriented equity positions, with asset allocation and asset selection tailored to each client’s income, tax situation, and risk tolerance. Leverage and short selling are not employed, and accounts are reviewed at least quarterly with reporting provided by the custodian. What distinguishes Laurentine from many peers is its use of performance-based compensation for “Qualified Clients”: a 25% fee on gains above a 6% annual hurdle subject to a high-water mark, while “Non‑Qualified Clients” are charged a standard asset-based fee and invoiced in arrears. The brochure also discloses that clients must use a specified broker-dealer for execution, that the adviser may hold material financial interests in some client accounts, and that the principal devotes time to an outside land development business — features that can affect allocation of opportunities and conflict management in practice.

To learn more about the advisors currently working at Laurentine Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Warren Schaub	Traverse City, MI	3

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