Lawrence Sarkozy is a registered investment advisor at Ledgewood Wealth Advisors, LLC, based in Exeter, NH, with 5 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 98 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 $500K | 1.50% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable under certain circumstances.
Fee Estimator
Location
92 Portsmouth Avenue, Suite 15, Exeter, NH, 03833
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ledgewood Wealth Advisors, LLC
State Registrations1 state
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