Lawrence Lane
Lawrence Lane is a CFP-designated registered investment advisor at L Squared Wealth Management, based in San Diego, CA, with 14 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 31 clients with $24M 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 $500K | 0.95% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.20% |
Subject to a minimum annual fee of $1,000. Fees may be discounted at the firm's discretion.
Fee Estimator
Location
San Diego, CA
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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
Since 2011, Lawrence has been an independent insurance agent selling insurance products for various unaffiliated issuers. This activity takes about 10% of his time each month.
Employment History
Current Registrations
L Squared Wealth Management
Previous Registrations
Ameritas Investment CORP
State Registrations1 state
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
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