Robert Lawrence
Robert Lawrence is a registered investment advisor at Financial Strategies for Today and Tomorrow--Wealth Mgmt Group, based in Santa Ana, CA, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
FS-WMG uses third-party money managers (TPMs) to manage client investments. The fees for these services are based on a percentage of the assets managed by the TPM. FS-WMG receives a portion of the fees charged by the TPM as a referral fee.
FS-WMG works with Gradient Investments, LLC (GI) and AssetMark. GI offers various portfolios with fees ranging from 1.00% to 2.00% annually. AssetMark fees vary based on the strategy and assets under management, as detailed in their fee schedules.
Location
6 Hutton Centre Drive, Penthouse Suite 1400, Santa Ana, CA, 92707
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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
Robert is the President/Owner of RSL Enterprises Inc., providing tax and insurance services since 2003. This non-investment related activity takes about half of his time.
Employment History
Current Registrations
Financial Strategies for Today and Tomorrow--Wealth Mgmt Group
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.