Lawrence Anderson
Lawrence Anderson is a registered investment advisor at SA Asset Management, INC., based in Woodbury, NY, with 4 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SA Asset Management does not directly manage client investments. Instead, they recommend third-party managers. These managers charge up to 1.85% of the value of your portfolio per year, depending on factors like the types of investments, size of your account, and reporting requirements. SA Asset Management receives 65% of this fee as a referral fee.
Location
136 Woodbury Road, Woodbury, NY, 11797
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2001Employment History
Current Registrations
SA 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.