Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
You'll pay an annual management fee based on the average daily balance of your assets, deducted quarterly. For clients using Flourish Cash, there's an additional 0.10% advisory fee. Financial planning is offered at fixed fees: $2,500 for Tier 1 and starting at $5,000 for Tier 2, depending on complexity. Hourly financial planning or investment advisory services are available at $400 per hour. There are no stated minimum account requirements.
Areas of Practice
Advisor Information
Office location
745 McClintock Dr., Suite 308, Burr Ridge, IL, 60527
Get directionsRegulatory History
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
Lawrence is a co-owner of KLG Management Inc. since 2017, providing personal insurance and general business management consulting, dedicating about a quarter of his time to this.