Mark Alaimo is a CFP, PFS-designated registered investment advisor at Lcw Planning and Investments, LLC, based in Lawrence, MA, with 9 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.70% |
Fees negotiable for accounts over $20,000,001.
Fee Estimator
Location
303 Canal Street, Lawrence, MA, 01840
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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 →Employment History
Current Registrations
Lcw Planning and Investments, LLC
Previous Registrations
Bainco International Investors LLC
Lion Street Advisors, LLC
Kestra Advisory Services, LLC
Twin Focus Capital Partners, LLC
Wealth Management Advisors, LLC
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.