Lawrence Pereira is a registered investment advisor at Capital Markets Iq, LLC, based in Cohasset, MA, with 23 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 884 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.80% |
Fees are typically 0% to 2.80% of assets under management and are fully negotiable. Certain clients negotiate tiered progressive fee schedules.
Fee Estimator
Location
Cohasset, MA
Get directionsHistory
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 owns rental properties and manages them, dedicating a few hours per week. He is also a partner in two family partnerships for private passive investments and owner of King Harbor Wealth Management, a consulting firm, spending minimal time on each.
Employment History
Current Registrations
Capital Markets Iq, LLC
Previous Registrations
Blueprint Capital MarketsBroker
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.
Exams
More Advisors
- Barbara Wipf, CFALPL Financial LLC
- John Kasameyer, CFAAltar Rock
- Robert Dockendorff, CFPMay Hill Capital, LLC
- Justin Murphy, CFPEdward Jones
- Andrew Tseng, CFABramble Hill Capital Management, LLC