Joseph Lawrence
Joseph Lawrence is a registered investment advisor at Aria Wealth Management, based in Huntsville, AL, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 249 clients with $130M 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 | 2.00% |
Maximum account fee is 2.00% annually. Fees may be negotiated by the investment advisor representative.
Fee Estimator
Location
100 Church Street SW, Suite 125, Huntsville, AL, 35801
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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
Joseph is a sales insurance brokerage contractor for L&R Investment Management, focusing on group life, disability, and long-term care insurance, dedicating about 10% to 20% of his time. He is also an investment advisor with Concert Wealth Management, spending nearly full-time on this role.
Employment History
Current Registrations
Aria Wealth Management
Previous Registrations
Concert Wealth Management
G.L. Smith & Associates
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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