Lawrence Annello
Lawrence Annello is a CFP, PFS-designated registered investment advisor at Sagebroadview Wealth Management, LLC, based in Farmington, CT, with 25 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 148 clients with $400M 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 | 0.50% |
The portfolio management fee is 0.50% annually. Wealth management clients also pay an integrated financial and tax planning fee ranging from $5,000 to $20,000 per year, and the total wealth management fee is subject to a minimum quarterly household fee of $2,000.
Fee Estimator
Contact
Lawrence Annello
Location
10 Waterside Drive, Suite 305, Farmington, CT, 06032-2837
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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 an indirect owner of SageBroadview Tax, LLC, which provides tax preparation services. He spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Sagebroadview Wealth Management, LLC
State Registrations3 states
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
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