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LG
CFP
LG
CFP

Lawrence Gartner

Isc Financial Advisors
17 Years of Experience
Minneapolis, MN
1 Disclosure
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Lawrence Gartner is a CFP-designated registered investment advisor at Isc Financial Advisors, based in Minneapolis, MN, with 17 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,318 clients with $1.6B in assets under management.

Isc Financial Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,318 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.90%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.50%
$5M+0.25%

Fees may be negotiated under special circumstances. Strives for a minimum account fee of $400 and a minimum asset threshold of $100,000. For accounts managed through the Pontera platform, Pontera receives a 0.25% annual fee, which is not added to the client's total fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7760 France Avenue South, #270, Minneapolis, MN, 55435

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History

Regulatory History (1)
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Customer Dispute
September 2014
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Lawrence is the President and co-owner of Gleason Properties LLC since 2007, dedicating a few hours per week to locating, purchasing, and managing properties. He is also a minority owner of Merk Properties LLC since 2010, but spends no time on its activities.

Employment History
Current Registrations
Isc Financial Advisors
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
TD Ameritrade, INC.
July 2003 - April 2008 · 4 yrs 9 mos
State Registrations2 states
MNTX
Advisor

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
No exam information available for this advisor.
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