Brian Lawrence is a CFA-designated registered investment advisor at North Ridge, based in Beaverton, OR, with 21 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 131 clients with $220M 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
Minimum annual advisory fee of $12,000. Family members of North Ridge employees and certain legacy clients may pay a lower minimum fee.
Fee Estimator
Location
8285 SW Nimbus Avenue, Suite 155, Beaverton, OR, 97008
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2023Employment History
Current Registrations
North Ridge
Previous Registrations
Headwater Investment Consulting,inc.
State Registrations4 states
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