Lawrence Fuller
Lawrence Fuller is a registered investment advisor at Fuller Asset Management, LLC, based in Scottsdale, AZ, 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 Investment Management. Their firm serves 29 clients with $33M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiated at Fuller Asset Management's discretion based on factors such as anticipated future assets, account composition, and client relationship history.
Fee Estimator
Location
7135 East Camelback Road, Suite 230, Scottsdale, AZ, 85251
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2000Other Business Activities
Lawrence is a contributing author for Seeking Alpha since 2013, dedicating up to about 10-20% of his time depending on the number of articles written. He is also a strategic partner with Dub, creating and managing an investment portfolio on their platform, spending minimal time on this activity.
Employment History
Current Registrations
Fuller Asset Management, LLC
Previous Registrations
Multi-Financial Securities Corporation
Ing Financial Advisers, LLC
Morgan Stanley
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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