Lawrence Lotwin is a registered investment advisor at Ux Wealth Partners LLC, based in Centennial, CO, with 35 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 59 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.16% |
| $25.0M - $50.0M | 0.14% |
| $50.0M - $75.0M | 0.12% |
| $75.0M - $100.0M | 0.10% |
| $100M+ | 0.08% |
Manager fee depends on the manager selected (0% to 0.49%). Fees are negotiable.
Fee Estimator
Location
7200 S Alton Way, Suite A-250, Centennial, CO, 80112
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 →Employment History
Current Registrations
Ux Wealth Partners LLC
Previous Registrations
Alphastar Capital Management, LLC
Global Financial Private Capital, INC.
G.F. Investment Services, LLCBroker
Alt Fund Distributors LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
Curian Clearing, LLCBroker
Jackson National Life Distributors LLCBroker
Curian Capital, LLC
Investment Centers of America, INC.Broker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Prudential Investment Management Services LLCBroker
Hartford Equity Sales Company INC.Broker
American General Securities IncorporatedBroker
Gna Securities, INC.Broker
Gna Securities, INC.Broker
Marketing One Securities, INC.Broker
Jmc Financial CorporationBroker
Dean Witter Reynolds INC.Broker
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.