LB
CFP · ChFC
LB
CFP · ChFC

Laurence Bransgrove

12 Years of Experience
Fort Worth, TX
BrokerSells Insurance

Laurence Bransgrove is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Fort Worth, TX, with 12 years of industry experience. Laurence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1904 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6000 Western Place, Suite 120, Fort Worth, TX, 76107

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Laurence is involved in several outside business activities. He negotiates contracts and manages accounting for Bransgrove Brothers LLC, markets himself under Wealth Advisory Group, and solicits non-Guardian insurance products including life, disability, long-term care, group health, and annuities.

Employment History
Current Registrations
Park Avenue Securities LLC
May 2014 - Present · 12 yrs 5 mos
Park Avenue Securities LLCBroker
March 2014 - Present · 12 yrs 7 mos
State Registrations37 states
ALARAZCACOCTDCFLGAHIILINKSKYLAMAMDMIMOMTNCNJNVNYOHOKORPARISCTNTXVAVTWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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