LH
Lawrence Thomas Hauskins
23 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
31 advisors
Number of Clients
1,501 clients
Average Client Portfolio
$304K average
Assets Under Management
$456.4M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$500 - $3,000
Hourly Rate:$150 - $350/hr
Oak Ridge charges advisory fees that vary from 0.25% to 2.25% on managed assets, not to exceed a cumulative fee of 2.50%. Fees can be charged monthly or quarterly in advance or in arrears. Financial planning is offered on both a fixed fee and an hourly fee basis. Fixed fees range from $500 to $3,000. Hourly fees range from $150 to $350.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
701 Xenia Ave. South, Suite 100, Golden Valley, MN, 55416-1089
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC
October 2013 - Present · 12 yrs 3 mos
The Oak Ridge Financial Services Group, INC. Broker
August 2012 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Stanley Smith Barney Broker
June 2009 - September 2012 · 3 yrs 3 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
July 2002 - April 2007 · 4 yrs 9 mos
State Registrations11 states
CACOFLGAMIMNNDNETNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.