Lawrence Pavelec is a CFA-designated registered investment advisor at Nicholas CO INC, based in Milwaukee, WI, with 11 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5M+ | 0.65% |
Fee schedule shown is for Small-cap Growth strategy. Multi-cap Growth and Equity Income strategies charge 0.50% on the first $5,000,000 and 0.40% in excess of $5,000,000. Mid-cap Growth strategy charges 0.55% on the first $5,000,000 and 0.45% in excess of $5,000,000. Fees are negotiable.
Fee Estimator
Location
411 E. Wisconsin Ave., Ste 2100, Milwaukee, WI, 53202-4467
Get directionsHistory
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 →Employment History
Current Registrations
Nicholas CO INC
Previous Registrations
Brandes Investment Partners LLC
Brandes Fixed Income Partners, INC
State Registrations1 state
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.