Lawrence Wiswall
Lawrence Wiswall is a CFP-designated registered investment advisor at Tcs Financial Services, INC., based in Greensboro, NC, with 20 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 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% |
Fee schedule shown is for Class 5. Other classes (1-4) have lower rates. Individuals who reside in New York are ineligible to have a class chosen and will automatically fall in class 5 for the first 24 months after which time will be lowered to class 4. Fees and minimum account size may be negotiable on a client by client basis. Under certain circumstances, TCS will allow for a self-managed accounts offered at 0.25%.
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.