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Lawrence Bedard

D.H. Hill Advisors, INC.
33 Years of Experience
Bayside, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Lawrence Bedard is a registered investment advisor at D.H. Hill Advisors, INC., based in Bayside, NY, with 33 years of industry experience. Lawrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 938 clients with $230M in assets under management.

D.H. Hill Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
938 clients
Average Client Portfolio
$241K average
Assets Under Management
$226.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.75%

Rates shown are for investment management only. Combined planning and investment management starts at 1.25% for the first tier. Fees are negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Bayside, NY

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History

Regulatory History
Clean regulatory record

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.

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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.
December 2015 - Present · 10 yrs 10 mos
D.H. Hill Securities, LllpBroker
September 2015 - Present · 11 yrs 1 mo
Previous Registrations
Horter Investment Management, LLC
November 2013 - December 2015 · 2 yrs 1 mo
Fortune Financial Services, INC.Broker
January 2013 - April 2013 · 3 mos
Moloney Securities CO., INC.Broker
December 2010 - December 2012 · 2 yrs
Alternative Wealth Strategies, INC.Broker
October 2009 - December 2010 · 1 yr 2 mos
Meridian Financial Advisors, LLC
January 2007 - November 2013 · 6 yrs 10 mos
Meridian Financial Advisors, LLC
August 2005 - December 2006 · 1 yr 4 mos
Steven L. Falk & Associates INC.Broker
April 2003 - October 2009 · 6 yrs 6 mos
Ameriprop, INC.Broker
June 1997 - April 2003 · 5 yrs 10 mos
Guardian Investor Services CorporationBroker
August 1993 - June 1997 · 3 yrs 10 mos
State Registrations6 states
CTFLLANJNYPA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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