Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
1,060 clients
Average Client Portfolio
$62.7M average
Assets Under Management
$66.4B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

1735 Market Street, Suite 1800, Philadelphia, PA, 19103

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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
Franklin Distributors, LLC
August 2006 - Present · 19 yrs 6 mos
Franklin Distributors, LLCBroker
August 2006 - Present · 19 yrs 6 mos
Brandywine Global Investment Management, LLC
September 2005 - Present · 20 yrs 5 mos
Previous Registrations
Goldman, Sachs & CO.Broker
January 2000 - August 2004 · 4 yrs 7 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Richard Lawrence - Financial Advisor | TrueAdvisor