Laurence Cohen is a CFP-designated registered investment advisor at Laurence Financial Planning LLC, based in Danvers, MA, with 17 years of industry experience. Laurence 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, Insurance Planning, and 3 more. Their firm serves 22 clients with $70M 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 $200K | 0.75% |
| $200K - $700K | 0.60% |
| $700K - $1.2M | 0.50% |
| $1.2M+ | 0.40% |
Fees are subject to negotiation at the firm's discretion.
Fee Estimator
Location
Danvers, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Laurence Financial Planning LLC
State Registrations3 states
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Exams
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