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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 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
King Wealth Management charges a percentage of the assets they manage for investment management services. The annual fee is a maximum of 1.50%, and is negotiable. King Wealth Management may also charge a fixed fee for investment management services, which will be negotiated between King Wealth Management and the client. All accounts are subject to a minimum annual management fee of $500.00, which may be waived.
Location
Bonita Springs, FL
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 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.