Lawrence Weller
Lawrence Weller is a CFP, ChFC-designated registered investment advisor at Ecf Wealth, INC., based in Miami Beach, FL, with 16 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 109 clients with $76M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $3.5M | 1.05% |
| $3.5M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees may be negotiable for accounts over $10,000,000. Financial planning is included as part of the wealth management services.
Fee Estimator
Location
Miami Beach, FL
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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 →Other Business ActivitiesSells Insurance
Lawrence owns a corporate rental condo since 2017, dedicating minimal time. He is also an insurance agent for Ameritas selling non-variable insurance, spending a few hours per week on this activity, and Weller Wealth, INC. for tax/investment purposes only, dedicating minimal time.
Employment History
Current Registrations
Ecf Wealth, INC.
Previous Registrations
Financial Advocates Investment Management
The Wealth Consulting Group
LPL Financial LLCBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations4 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.