Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,639 clients
Average Client Portfolio
$311K average
Assets Under Management
$508.9M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K0.02%
$250K - $500K0.01%
$500K - $1.5M0.01%
$1.5M - $2.5M0.01%
$2.5M - $3.5M0.01%
$3.5M+0.01%

Fees are negotiable on a client-by-client basis.

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

7580 Buckingham Blvd, Suite 180, Hanover, MD, 21076

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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 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
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2017 - February 2020 · 2 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
March 2015 - August 2016 · 1 yr 5 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.