Lawrence King
Lawrence King is a registered investment advisor at King Wealth Management Group, LLC, based in Bonita Springs, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 719 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is a maximum of 1.50% and is negotiable depending on the market value of the assets and the services rendered. Subject to a $500 minimum annual management fee.
Fee Estimator
Location
Bonita Springs, FL
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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 has passive real estate rental income/loss through Sir Ernest Shackleton Holdings since 2017. He is also the sole shareholder of King Wealth Management Group of Florida, Inc., a vendor of King Wealth Management Group, LLC, and spends a few hours per week providing management and administrative services.
Employment History
Current Registrations
King Wealth Management Group, LLC
Previous Registrations
King Wealth Management Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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