Lawrence Moskat
Lawrence Moskat is a CFP-designated registered investment advisor at Retirement Income and Inheritance Advisors, LLC, based in Scottsdale, AZ, with 17 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 100 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
RIIA offers ongoing investment supervision and financial planning maintenance services. The fee for these services starts at $225 per quarter, billed in advance. The firm may charge higher amounts based on the complexity of your situation. Additional fees may apply for services exceeding the general boundaries of the agreement and are negotiable.
Location
10446 N 74th St, Ste 220, Scottsdale, AZ, 85258-1023
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 →Other Business ActivitiesSells Insurance
Lawrence is an independent insurance sales agent since 2005, operating as a sole proprietorship. This investment-related activity takes about a quarter of his time.
Employment History
Current Registrations
Retirement Income and Inheritance Advisors, LLC
Previous Registrations
Brotherton Investment Consultants LLC
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.