Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are charged for planning and portfolio management. Financial planning fees range from $1,500 to $2,500 per plan or $150 to $500 per hour. The maximum annual asset management fee is 2.00%. Fees may be negotiable at the discretion of the IAR. Clients may also incur fees from third-party investment managers or sub-advisors, with a maximum fee of 1.5% of assets managed.
Areas of Practice
Advisor Information
Office location
20640 3rd Steet, Suite 300, Saratoga, CA, 95070
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.
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Lawrence works as a Portfolio Administrator/Consultant at Legacy Wealth Advisors since 2014. He also works as a Trading Specialist at the Institute for Wealth Management since 2017.