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 18 years of industry experience. Robert 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, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Financial Strategies for Today and Tomorrow Wealth Management Group partners with third-party money managers who charge a percentage of your portfolio. Total annual fees vary depending on the chosen strategy:
- Gradient Investments Portfolios — Total annual fees range from 1.00% to 2.15% of your portfolio, which includes a 0.60% to 1.00% fee for Financial Strategies for Today and Tomorrow Wealth Management Group plus the third-party manager's fee. Client-directed accounts are charged a flat $300 fee.
- AssetMark Portfolios — Total fees include a negotiated advisory fee of up to 1.00% for Financial Strategies for Today and Tomorrow Wealth Management Group, plus portfolio strategy fees and platform fees charged by AssetMark.
Management fees are typically assessed quarterly in arrears based on the value of your portfolio.
Location
6 Hutton Centre Drive, Penthouse Suite 1400, Santa Ana, CA, 92707
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 →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.
Exams
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