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Lawrence Ebisch

21 Years of Experience
Springfield, MO

Lawrence Ebisch is a registered investment advisor at Auxan Capital Advisors, LLC, based in Springfield, MO, 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 Investment Management, Retirement Planning. Their firm serves 567 clients with $90M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
567 clients
Average Client Portfolio
$158K average
Assets Under Management
$89.6M

Fee Structure

Minimum Investment:$20K
Investment management only (planning not offered)

Auxan Capital Advisors (ACA) offers two main types of investment management: active and passive.

For Active Management, the fees are:

  • 1.9% per year for Concentrated Growth Strategy
  • 1.0% per year for ETF/Mutual Fund Strategies and Passive Equity Strategies
  • 0.3% per year for Individual Bonds/CDs

For Passive Management, the fees vary depending on the custodian (Betterment, Charles Schwab, or American Funds). The fee is based on the total amount of assets managed across all custodians. The fee for American Funds is 0.75% per year. See the fee schedule below for Betterment and Charles Schwab.

ACA may charge a lower fee based on various factors and all fees are negotiable. ACA does not receive commissions from the sale of securities.

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Location

Springfield, MO

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Lawrence dedicates nearly full-time hours to Classy Llama Studios LLC. He also has ownership in Aaron Paul Property, LLC, a personal real estate investment, but spends no time on it, and has no involvement with Paul Mitchell The School Springfield, Paul Mitchell Kansas, Blaicol Ventures, LLC, or Adler Dog.

Employment History
Current Registrations
Auxan Capital Advisors, LLC
October 2004 - Present · 21 yrs 7 mos
State Registrations2 states
KSMO
Advisor

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
No exam information available for this advisor.