Lawrence Ford
Lawrence Ford is a registered investment advisor at Conscious Capital Wealth Management, LLC, based in Tampa, FL, 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 Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 207 clients with $130M 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 $100K | 1.35% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.85% |
Third-party investment managers selected by the firm typically charge an additional fee around 0.50%. Fees are negotiable.
Fee Estimator
Location
601 S. Harbour Blvd, Suite 109, Tampa, FL, 33602
Get directionsHistory
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 ActivitiesSells Insurance
Lawrence is involved in speaking, writing, and private counseling, dedicating a few hours per week. He also owns Gulfstream Development, LLC, investing in alternative assets, and is the CEO of Conscious Alternative Asset Management (CAAM). Lawrence is also involved in insurance sales and service.
Employment History
Current Registrations
Conscious Capital Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
J.W. Cole Financial, INC.Broker
Invest Financial Corporation
Invest Financial Corporation
Invest Financial CorporationBroker
Great American Advisors, INC.Broker
Great American Advisors, INC.
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Advantage Capital CorporationBroker
Travelers Equities Sales, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Nutmeg Securities, LTD.Broker
Hartford Equity Sales Company INC.Broker
State Registrations7 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.
Exams
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