Lawrence Gartner
Lawrence Gartner is a CFP-designated registered investment advisor at Isc Financial Advisors, based in Minneapolis, MN, with 16 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,318 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable under special circumstances. ISC Financial Advisors strives for a minimum fee per account of $400 and a minimum asset management threshold of $100,000. Related accounts can be combined for fee purposes.
Fee Estimator
Location
7760 France Avenue South, #270, Minneapolis, MN, 55435
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2014Other Business Activities
Lawrence is the President and co-owner of Gleason Properties LLC since 2007, dedicating a few hours per week to locating, purchasing, and managing properties. He is also a minority owner of Merk Properties LLC since 2010, but spends no time on its activities.
Employment History
Current Registrations
Isc Financial Advisors
Previous Registrations
TD Ameritrade, INC.
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.