Lawrence Paddock
Lawrence Paddock is a registered investment advisor at Thompson Creek Wealth Advisors, based in Baton Rouge, LA, with 18 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 66 clients with $92M 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 $2.0M | 0.80% |
| $2.0M - $5.0M | 0.67% |
| $5.0M - $10.0M | 0.51% |
| $10.0M - $30.0M | 0.35% |
| $30M+ | 0.25% |
This fee schedule is an example for a 60% Equity Oriented/40% Conservative Fixed Income Oriented portfolio. Equity Oriented fees range from 0.35% to 1.00%. Conservative Fixed Income Oriented fees range from 0.10% to 0.50%. Fees may be negotiable.
Fee Estimator
Location
Baton Rouge, LA
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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 Activities
Lawrence is a member of Pelican to Mars and Bar Napkin Ink, LLC, both cocktail bars, and spends about 10-20% of his time on Pelican to Mars. He is also a member of Mor Yay Music, LLC, a closed music venue being sold, and a manager of Harper's Lament, LLC, a holding company, and a partner in New Southern Ventures, another holding company.
Employment History
Current Registrations
Thompson Creek Wealth Advisors
Previous Registrations
Morgan Stanley
State Registrations2 states
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