Lawrence Cohen
Lawrence Cohen is a registered investment advisor at Freedom Asset Management INC., based in Mechanicsburg, PA, with 17 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 40 clients with $940K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Freedom Asset Management charges fees based on the transactions they recommend:
- Individual stocks, preferred stocks, and ETFs: 1% of the amount you invest or sell.
- Mutual funds, corporate bonds, municipal bonds, Certificates of Deposit, and U.S. Government securities: 0.2% of the amount you invest or sell.
To prevent excessive fees, Freedom Asset Management limits the total annual fees to 3% of the amount receiving investment advice.
Location
Mechanicsburg, PA
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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
Lawrence sells life, accident & health insurance, and fixed annuities as an independent agent through his S-corporation, Freedom Asset Management. He has held insurance licenses since 1984 and dedicates a few hours per week to this business.
Employment History
Current Registrations
Freedom Asset Management INC.
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.