Lawrence Zagarola is a registered investment advisor at Access Wealth, based in Roseland, NJ, with 23 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 396 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Access Wealth's annual investment advisory fee varies up to 1.50% of the total assets they manage. The fee is based on factors like the amount of assets, complexity, and scope of services. The fee is negotiable.
Location
4 Becker Farm Road, Roseland, NJ, 07068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Access Wealth
Previous Registrations
Cohn Wealth Management LLC
State Registrations1 state
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