Lawrence Welch is a registered investment advisor at 93 Financial Group, LLC, based in Woburn, MA, 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 Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,175 clients with $900M 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 | 1.00% |
The annual fee is 1.00% of assets under management. 93 Financial Group may negotiate a lower fee in its sole discretion based on factors such as anticipated future assets, account size, related accounts, or pre-existing relationships.
Fee Estimator
Location
600 Unicorn Park Drive, Woburn, MA, 01801
Get directionsHistory
Regulatory History (5)
Regulatory
September 2007Customer Dispute
January 2003Customer Dispute
April 2001Customer Dispute
January 2001Customer Dispute
August 2000Employment History
Current Registrations
93 Financial Group, LLC
Previous Registrations
1717 Capital Management Company
1717 Capital Management CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 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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