Lawrence Gatz is a CFP-designated registered investment advisor at Copperwood Financial, based in Burr Ridge, IL, with 12 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, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 247 clients with $110M 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 $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Location
745 McClintock Dr., Suite 308, Burr Ridge, IL, 60527
Get directionsHistory
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
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.
Employment History
Current Registrations
Copperwood Financial
Previous Registrations
Significant Wealth Partners INC.
Capital Management Consultants, INC.
Kingsview Asset Management, LLC
Lasalle St. Investment Advisors, L.L.C.
State Registrations6 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.