Lawrence Weil
Lawrence Weil is a registered investment advisor at Strategic Advisers LLC, based in Tuscaloosa, AL, with 34 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Tuscaloosa, AL
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Regulatory History (1)
Customer Dispute
May 2009Other Business Activities
Lawrence works as an independent contractor for Uber and Instacart as a gig worker. This takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Bear, Stearns & CO. INC.Broker
Bear, Stearns & CO. INC.Broker
Bear, Stearns & CO. INC.Broker
Shelter Rock Securities CORP.Broker
State Registrations10 states
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.