LC
LC

Lawson Corkern

2 Years of Experience
Ft. Worth, TX

Lawson Corkern is a registered investment advisor at Corkern & CO., INC., based in Ft. Worth, TX, with 2 years of industry experience. Lawson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 85 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
85 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$161.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Fees are sometimes negotiable under certain circumstances.

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

Location

Ft. Worth, TX

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Corkern & CO., INC.
August 2024 - Present · 1 yr 8 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2023 - July 2024 · 11 mos
State Registrations2 states
ARWY
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.
Lawson Corkern - Financial Advisor | TrueAdvisor