Lawrence Fisher
Lawrence Fisher is a registered investment advisor at Wealthcare Advisory Partners LLC, based in West Chester, PA, with 41 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
1065 Andrew Drive, West Chester, PA, 19380
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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
Lawrence is an independent insurance agent selling fixed insurance products, dedicating about 10% of his time to this activity. He also provides investment advisory services through Wealthcare Advisory Partners and Wealthcare Livonia, spending a significant amount of time on these activities, and uses Wealthcare Management Services as a DBA for his LPL business.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Commonwealth Financial NetworkBroker
Sigma Financial CorporationBroker
Haas Financial Products, INC.Broker
Vestax Securities CorporationBroker
Haas Financial Products, INC.Broker
First of America Brokerage Service, INC.Broker
Gregory J. Schwartz & CO., INC.Broker
Pennsylvania Securities CompanyBroker
Pruco Securities CorporationBroker
State Registrations11 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.