Lawrence Mcmanus
Lawrence Mcmanus is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Chapel Hill, NC, with 22 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B 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 - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
1525 East Franklin Street, Chapel Hill, NC, 27514
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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 ActivitiesSells Insurance
Lawrence is a member/owner of Red Truck Blue Truck LLC, a commercial condo, and a managing member/owner of High Road Management LLC. He also serves as treasurer, finance chair, and executive committee member on the board of directors for Carol Woods Retirement Community, and as a residential board member on the board of directors for County Hall Insurance Company.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Advisory Services Network
Team Wealth Planning and Management, INC.
State Registrations1 state
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