Robert Brewer Lawrence
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
FS-WMG offers financial planning for a negotiable fixed fee (up to $10,000) or an hourly rate of $450. For investment management, they use third-party managers like Gradient Investments and AssetMark, and the client's total fee includes both the manager's fee and FS-WMG's portion. These fees are based on a percentage of assets under management, as detailed in the brochure. FS-WMG may waive or reduce its minimum fee based on various factors.
Areas of Practice
Advisor Information
Office location
6 Hutton Centre Drive, Penthouse Suite 1400, Santa Ana, CA, 92707
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is the President/Owner of RSL Enterprises Inc., providing tax and insurance services since 2003. This non-investment related activity takes about half of his time.