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Lawrence Braithwaite

11 Years of Experience

Lawrence Braithwaite is a registered investment advisor at Asb Capital Management LLC, based in Bethesda, MD, with 11 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. Their firm serves 82 clients with $33B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
18 advisors
Number of Clients
82 clients
Average Client Portfolio
$400.8M average
Assets Under Management
$32.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10M+1.00%

Fees negotiable for amounts over $10,000,000. Smaller accounts may be subject to a minimum annual fee. This fee schedule is for individually managed balanced and equity accounts.

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

7501 Wisconsin Avenue, West Tower, 13th Floor, Bethesda, MD, 20814

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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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Other Business Activities

Lawrence owns several small residential investment properties in New York and Washington, DC, which are used for apartments, short-term rentals, and events. This requires a few hours per week of his time.

Employment History
Current Registrations
Asb Capital Management LLC
August 2014 - Present · 11 yrs 8 mos
State Registrations1 state
MD
Advisor

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.

Exams
No exam information available for this advisor.
Lawrence Braithwaite - Financial Advisor | TrueAdvisor