John Lawler is a registered investment advisor at East West Investment Advisors, LLC, based in Kinsale, VA, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 50 clients with $88M 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 - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
Kinsale, VA
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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
John is the president of East West Financial Services, Inc., providing tax and mortgage services since 1987, dedicating a few hours per week. He is also a general partner in a real estate partnership and a managing/sole member of two real estate LLCs, but spends minimal time on these ventures.
Employment History
Current Registrations
East West Investment Advisors, LLC
Previous Registrations
Sterling Wealth Management, INC.
State Registrations1 state
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