Laurence Financial Planning offers comprehensive financial planning and investment management services. Financial planning covers cash flow, tax, risk management, insurance, education, retirement, and estate planning. Investment management focuses on designing an appropriate asset allocation and recommending suitable investments. Laurence Financial is a fee-only firm and does not sell commissioned products.
Assets Under Management$70M
Clients22
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 0.75% |
| $200K - $700K | 0.60% |
| $700K - $1.2M | 0.50% |
| $1.2M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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