Lawrence Mcdonald
Lawrence Mcdonald is a registered investment advisor at Tricord Investment Advisors, INC., based in Kennesaw, GA, with 22 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 27 clients with $5.6M 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 | 0.60% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.25% |
Fee is negotiable on amounts over $5M. Model fees also apply for specific investment models.
Fee Estimator
Location
1275 Shiloh Rd., Suite 3030, Kennesaw, GA, 30144
Get directionsHistory
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 the President and Owner of L-J Financial Associates, Inc. The company offers health insurance, life insurance, and employee benefit services.
Employment History
Current Registrations
Tricord Investment Advisors, INC.
Previous Registrations
Usallianz Securities, INC.
State Registrations1 state
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.