Lawrence Bassell
Lawrence Bassell is a registered investment advisor at Kohr Investments, based in Mission Viejo, CA, with 24 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 82 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KOHR Investments offers ongoing asset management services. The annual fee ranges from 0.50% to 2.00% of your portfolio. The specific fee will be outlined in your client agreement. Fees are negotiable based on factors such as the type of client, complexity, and amount of assets managed. KOHR Investments also uses sub-advisors, and the total fee includes both KOHR's portion and the sub-advisor's fee.
Location
26522 La Alameda #210, Mission Viejo, CA, 92691
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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 provides insurance services, including life, health, and long-term care, for various carriers.
Employment History
Current Registrations
Kohr Investments
Previous Registrations
O'connor Wealth Management
Park Avenue Securities LLC
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.