LK
CFP
LK
CFP

Lawrence Kamin

4 Years of Experience
Miami Beach, FL

Lawrence Kamin is a CFP-designated registered investment advisor at Lk Financial Planning LLC, based in Miami Beach, FL, with 4 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 9 clients with $87M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$9.7M average
Assets Under Management
$86.9M

Fee Structure

Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1900 Purdy Ave. #2402, #2402, Miami Beach, FL, 33139

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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
Lk Financial Planning LLC
June 2021 - Present · 4 yrs 10 mos
State Registrations2 states
FLNY
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 Kamin - Financial Advisor | TrueAdvisor