Lawrence Reale is a registered investment advisor at Wellth Advisory Services, LLC, based in Providence, RI, with 22 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
42 Weybosset Street, Penthouse, Providence, RI, 02903
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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 Activities
Lawrence operates under several DBAs (SRP, Strategic Retirement Partners) for his LPL business and provides investment advisory services through Strategic Retirement Partners. He also serves as a trustee for The Ernest F. Reale Revocable Trust, dedicating minimal time to this role.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Positive Retirement Outcomes, LLC
PFS Investments INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Allmerica Investments, INC.Broker
Fis Securities, INC.Broker
Aetna Capital Management, INC.Broker
State Registrations3 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.