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Kelly Lawrence

Noblebridge Wealth
21 Years of Experience
Charlotte, NC
Sells Insurance
View SEC Summary
View SEC Summary

Kelly Lawrence is a registered investment advisor at Noblebridge Wealth, based in Charlotte, NC, with 21 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 376 clients with $210M in assets under management.

Noblebridge Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
376 clients
Average Client Portfolio
$571K average
Assets Under Management
$214.5M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$75
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual investment management fee is 2.00%. Fees are negotiable depending on account size and scope of services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

615 S College St, Floor 10, Charlotte, NC, 28202

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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 ActivitiesSells Insurance

Kelly is a member/co-investor in Mastermind Alliance Realty, a real estate agency, owning 16.666% of the business and dedicating a few hours per week. Kelly is also a licensed independent insurance agent providing insurance through NobleBridge Wealth Insurance Advisors, LLC.

Employment History
Current Registrations
Noblebridge Wealth
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2012 - November 2018 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2012 - November 2018 · 6 yrs 10 mos
UBS Financial Services INC.
December 2011 - December 2011 · 0 mos
UBS Financial Services INC.Broker
September 2011 - December 2011 · 3 mos
Rollover SecuritiesBroker
June 2009 - September 2011 · 2 yrs 3 mos
Banc of America Investment Services, INC.Broker
August 2008 - March 2009 · 7 mos
Uvest Financial Services Group, INC.Broker
June 2006 - July 2008 · 2 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2006 - July 2006 · 4 mos
Vanguard Marketing CorporationBroker
November 2004 - February 2006 · 1 yr 3 mos
State Registrations2 states
NCSC
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.
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