Lawrence Bedard is a registered investment advisor at D.H. Hill Advisors, INC., based in Bayside, NY, with 32 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, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 736 clients with $200M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts greater than $10,000,000.
Fee Estimator
Location
Bayside, NY
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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 ActivitiesSells Insurance
Lawrence is involved with Capital Growth Corp. as an insurance and financial asset manager since 1989, dedicating full-time hours. He also works as an insurance agent for Omni Financial & Insurance Services since 2015, spending about a quarter of his time.
Employment History
Current Registrations
D.H. Hill Advisors, INC.
D.H. Hill Securities, LllpBroker
Previous Registrations
Horter Investment Management, LLC
Fortune Financial Services, INC.Broker
Moloney Securities CO., INC.Broker
Alternative Wealth Strategies, INC.Broker
Meridian Financial Advisors, LLC
Meridian Financial Advisors, LLC
Steven L. Falk & Associates INC.Broker
Ameriprop, INC.Broker
Guardian Investor Services CorporationBroker
State Registrations6 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.