Lawrence Kiely is a registered investment advisor at Prostatis Financial Advisors Group, based in Hanover, MD, with 8 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,639 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $3.5M | 0.80% |
| $3.5M+ | 0.75% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
7580 Buckingham Blvd, Suite 180, Hanover, MD, 21076
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Lawrence is the 100% owner of Kings Gentlemen LLC since 2013, a non-investment related business. He spends about 10-20% of his time measuring and providing fashion pointers to people interested in buying made-to-measure suits.
Employment History
Current Registrations
Prostatis Financial Advisors Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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