Lawrence Grossman is a CFP-designated registered investment advisor at Archvest Wealth Advisors, INC., based in Benicia, CA, with 27 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 331 clients with $330M 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 | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. Archvest receives an admin/service annual fee of 0.10% of the value of the Client’s Flourish Cash account.
Fee Estimator
Location
Benicia, CA
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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 owns rental properties managed by a property management company. He spends minimal time on this activity.
Employment History
Current Registrations
Archvest Wealth Advisors, INC.
Grossman Financial Management
Previous Registrations
Grossman Financial Management
State Registrations1 state
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