Lawrence Gale is a registered investment advisor at Indelible Wealth Group, based in Berthoud, CO, with 21 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, Investment Management, Retirement Planning. Their firm serves 160 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IWG's investment management fees are based on the value of your investments and are charged quarterly. The annual fee can be up to 1.50%. The firm may impose a minimum annual fee, which can be waived. Fees may be negotiable.
Location
Berthoud, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Indelible Wealth Group
Previous Registrations
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., 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.