Lawrence Blau is a CFP-designated registered investment advisor at Ll Financial Services, LLC, based in Ossining, NY, with 4 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 64 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LL Financial Services offers asset management services where they manage your investments on an ongoing basis. The fee ranges from 0.50% to 1.75% of the value of your portfolio annually, depending on the type of client, complexity, and the mix of investments. Fees are billed quarterly, in advance. LL Financial Services also offers asset management services for a flat annual fee ranging between $0 and $20,000.
Location
Ossining, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lawrence owns Larry's Eyes, LLC, a photography business, dedicating about a quarter of his time. He also provides tax preparation and accounting services through LL Financial Services, LLC, spending the majority of his time on accounting and tax preparation.
Employment History
Current Registrations
Ll Financial Services, LLC
State Registrations1 state
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