Lawrence Dibartolomeo
Lawrence Dibartolomeo is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Solon, OH, with 53 years of industry experience. Lawrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
Solon, OH
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2024Customer Dispute
January 2023Customer Dispute
July 1999Other Business ActivitiesSells Insurance
Lawrence is involved in various insurance-related activities, including group insurance, accident/health, disability, fixed annuities, long-term care, and life insurance, through Dibart Insurance Agency Corporation and as an agent. He also engages in media work, acting and modeling, and manages a legal entity for pharmacy consulting.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Equity Services, INC.Broker
Sun Investment Services CompanyBroker
Investment Management & Research, INCBroker
Suncan Equity Services CompanyBroker
Investment Management & Research, INCBroker
Christian Financial Planning CO.Broker
International Securities CORP.Broker
Capital Analysts, IncorporatedBroker
Investment Management & Reserach INCBroker
Financial Service Corporation of AmericaBroker
Fundamental Service CorporationBroker
State Registrations29 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.
Exams
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