Lawrence Zimbler is a registered investment advisor at 4square Advisory Services, INC., based in Fenton, MI, with 16 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 37 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are generally negotiable. Negotiated reductions to asset based fees have been set at 0.5%, and 0.45%; with the final two being specific individual instances. The advisor representative, his spouse and children are provided services without charge.
Fee Estimator
Location
205 Lincoln St, Fenton, MI, 48430
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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.
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Lawrence owns Lawrence Zimbler, a tax preparation and advice business, and dedicates about 10-20% of his time to it. He is also a managing member at Rentals & Investments LLC, which leases a commercial building, but spends minimal time on it.
Employment History
Current Registrations
4square Advisory Services, INC.
Previous Registrations
Ridgeway Conger Advisory Services
Ridgeway Conger Advisory Services
Questar Asset Management, INC.
Sii Investments, 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.