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Lawrence Emerson Eakin

12 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
185 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$286.3M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $2.0M0.75%
$2M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

400 Penn Center Blvd., Suite 555, Pittsburgh, PA, 15235-5610

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History

Regulatory 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.

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Employment History
Current Registrations
Vista Investment Management, LLC
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Guyasuta Investment Advisors, Incorporated
June 2015 - June 2018 · 3 yrs
Strong Capital Management INC
September 2002 - May 2004 · 1 yr 8 mos
State Registrations5 states
CAFLLANCPA
Advisor
Exams
No exam information available for this advisor.
Lawrence Emerson Eakin - Financial Advisor | TrueAdvisor