Lawrence Reitars
Lawrence Reitars is a registered investment advisor at Lombard Advisers Incorporated, based in Center Valley, PA, with 26 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 955 clients with $570M 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 | 1.70% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable and may be lower based on various criteria.
Fee Estimator
Location
Center Valley, PA
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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
Lawrence is an agent for Highland Capital Brokerage selling life insurance since 2014, dedicating minimal time. He also sells term life insurance as an insurance producer for Pruco Life Insurance Co since 2011 and provides life insurance for clients through The Prudential Insurance Company of America, spending a few hours per week.
Employment History
Current Registrations
Lombard Securities IncorporatedBroker
Lombard Advisers Incorporated
Previous Registrations
Stifel Independent Advisors, LLCBroker
Stifel Independent Advisors, LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Ryan Beck & CO.
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
Prudential Securities IncorporatedBroker
State Registrations11 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.