Lawrence Doyle is a registered investment advisor at Dia LLC, based in Greenwich, CT, with 13 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.70% |
Fees are negotiable and may be higher or lower based on the nature of the account. Fees for accounts over $20mm are negotiable.
Fee Estimator
Location
Greenwich, CT
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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 Activities
Lawrence previously maintained a website/blog, Sense on Cents, which has been inactive since 2014. He also has a separate business, FBH LLC, with his partner, engaged in investigative projects on various levels.
Employment History
Current Registrations
Dia LLC
State Registrations1 state
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