Gregory Lawrence
Gregory Lawrence is a CFP-designated registered investment advisor at Odiorne Point Asset Management, LLC, based in Portsmouth, NH, with 22 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 200 clients with $52M 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 $250K | 1.25% |
| $250K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
155 Fleet Street, Portsmouth, NH, 03801
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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 ActivitiesSells Insurance
Gregory sells annuities and life insurance as a 1099 contractor and is paid a commission. In 2022, he earned approximately $200,000 from this activity.
Employment History
Current Registrations
Odiorne Point Asset Management, LLC
Previous Registrations
Estate Planners of New England, LLC
Estate Planners of New England, LLC
Jefferson Pilot Securities CORP
State Registrations3 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.