Lawrence Wealth Management (LWM) offers financial planning and investment management services. LWM creates financial plans that consider income, savings, goals, investments, pensions, tax rates, inflation, and risk levels. LWM constructs client portfolios using mutual funds, exchange-traded funds, bonds, money market funds, and individual stocks. LWM tailors client portfolios based on the client’s needs and goals.
Assets Under Management$76M
Clients48
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.85% |
Fees on assets over $2,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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