Lawrence Pershing
Lawrence Pershing is a CFP-designated registered investment advisor at Optimum Retirement Planning LLC, based in Libertyville, IL, with 9 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 37 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optimum Retirement Planning charges an annual fee ranging from $3,500 to $35,000 for ongoing comprehensive financial planning and investment management. The exact fee is determined based on the complexity of your financial profile:
- Lower end ($3,500) — clients with minimal financial complexity, such as single filers with no dependents, simple W-2 income, no real estate, and straightforward liquid investments.
- Higher end (up to $35,000) — clients with a high degree of complexity, such as business owners, clients with large real estate holdings, complex legal estates, multiple investment accounts, or multiple income sources.
Fees are negotiable, prorated, and paid in arrears on a quarterly basis.
Contact
Lawrence Pershing
Location
Libertyville, IL
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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 owns rental property and acts as a landlord, managing day-to-day operations. He dedicates a few hours per week to this activity, receiving rent as compensation.
Employment History
Current Registrations
Optimum Retirement Planning LLC
Previous Registrations
Mediqus Asset Advisors, INC.
Ausdal Financial Partners, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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.
Exams
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