R. Lawrence is a registered investment advisor at Osaic Wealth, INC., based in Provo, UT, with 27 years of industry experience. R. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
5314 River Run Drive, Suite 300, Provo, UT, 84604
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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
R. sells insurance, including life insurance, and owns Lawrence Investments LLC, which focuses on office leasing and investment-related activities, taking about half of his time. R. is also a corporate officer at Lawrence Wealth Management, dedicating nearly full-time hours to offering securities and investment advisory services, and has ownership in Church and Lawrence LLC (raising beef cattle) and Darby Montana Resort LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Next Financial Group, INC.
Next Financial Group, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
U.S. Bancorp Piper Jaffray INC.
U.S. Bancorp Piper Jaffray INC.Broker
State Registrations38 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.