Lawrence Wiswall
Lawrence Wiswall is a CFP-designated registered investment advisor at Tcs Financial Services, INC., based in Greensboro, NC, with 21 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 26 clients with $81M 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 $100K | 1.50% |
| $100K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Schedule reflects Class 5 rates. Rates drop by one class level after 24 months. Self-managed accounts are available at 0.25%. Minimum quarterly fee of $250 applies.
Fee Estimator
Location
2012-B New Garden Road, Greensboro, NC, 27410
Get directionsHistory
Regulatory History (1)
Regulatory
July 2020Other Business ActivitiesSells Insurance
Lawrence owns TCS Business Services, Inc. which provides general business services including bookkeeping, insurance, taxes, and consulting. He is also a member/partner of Wiswall Family Investments, LLC and Triad Weed & Feed, LLC.
Employment History
Current Registrations
Tcs Financial Services, INC.
State Registrations2 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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