Lawrence Hansen
Lawrence Hansen is a registered investment advisor at Bedell Frazier Investment Counselling, LLC., based in Roseville, CA, with 33 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 554 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum annual fee charged for Comprehensive Portfolio Management services will not exceed 1.25%. Fees are negotiable.
Fee Estimator
Location
1420 Rocky Ridge Drive Suite140, Roseville, CA, 95661
Get directionsHistory
Regulatory History (1)
Financial
October 2016Other Business ActivitiesSells Insurance
Lawrence is a Partner & Founder at Capital Independent Insurance Services, LLC since 2013, where he reviews client needs and provides suitable protection plans. This activity requires minimal time.
Employment History
Current Registrations
Bedell Frazier Investment Counselling, LLC.
Capital Planning Advisors LLC
Previous Registrations
Avisen Securities, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Network Planning Advisors, L.L.C.
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.