Lawrence Nordmann
Lawrence Nordmann is a registered investment advisor at Capitol Securities Management, INC., based in Tampa, FL, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,745 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSM charges a percentage of your portfolio each year for investment advisory advice. The maximum advisory fee is 2.0% per year. The fee is paid in advance, on a quarterly or monthly basis. The amount you pay will reduce any money you make on your investments. CSM also offers wrap fee programs where the fee includes investment advisory services and brokerage execution costs. The maximum wrap fee is 2.0% per year.
Location
601 South Harbour Island Blvd, Suite 109, Tampa, FL, 33602
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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 Activities
Lawrence volunteers at Waterstone Church, Inc. as President and a member of the Stewardship Committee, dedicating minimal time to this role. He also operates Nordmann Wealth Management, Inc.
Employment History
Current Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations5 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.