| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees may be negotiated.
745 McClintock Dr., Suite 308, Burr Ridge, IL, 60527
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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 →Lawrence is a co-owner of KLG Management Inc. since 2017, providing personal insurance and general business management consulting, dedicating about a quarter of his time to this.