Lacey Lawrence is a CFP-designated registered investment advisor at The Salvetti Group, based in Stockton, CA, with 1 years of industry experience. Lacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 590 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Salvetti Group offers a wrap fee program where you pay a single annual fee that covers investment advice and transaction costs. The maximum annual fee is 2.00% of the value of your portfolio. The exact fee will be outlined in your advisory agreement. The fee is calculated monthly based on the average daily balance of your account and is deducted directly from your account. Fees are negotiable.
Location
4633 Quail Lakes Drive, Stockton, CA, 95207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Salvetti Group
State Registrations1 state
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