Lawrence Pershing
Lawrence Pershing is a CFP-designated registered investment advisor at Optimum Retirement Planning LLC, based in Lake Forest, IL, with 9 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 24 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optimum Retirement Planning offers ongoing financial planning and investment management for an annual fee ranging from $3,500 to $35,000. The fee is determined by the complexity of your financial situation and the resources required to service your account. Clients with less complex financial profiles pay fees on the lower end of the range, while those with more complex situations pay fees on the higher end.
Contact
Lawrence Pershing
Location
100 S. Saunders Road, Suite 150, Lake Forest, IL, 60045
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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 owns rental property and acts as a landlord, managing day-to-day operations. He dedicates a few hours per week to this activity, receiving rent as compensation.
Employment History
Current Registrations
Optimum Retirement Planning LLC
Previous Registrations
Mediqus Asset Advisors, INC.
Ausdal Financial Partners, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations4 states
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