Lawrence Just
Lawrence Just is a registered investment advisor at Partners Capital Services, INC., based in Hauppauge, NY, with 10 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 238 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Partners Capital Services uses RBC Clearing and Custody for portfolio management. Fees for investment supervisory services range from 0.75% to 2.50% annually, based on assets managed, services provided, and whether a third party manages the portfolio. Fees are deducted directly from the client's account quarterly or billed quarterly. A portion of the fee goes to RBC or the sub-advisor. Accounts may incur annual fees from the broker-dealer if they don't meet the fee waiver threshold, and some accounts may incur per-trade ticket charges. The suggested minimum account size is $5,000 for individual portfolio management and $100,000 for portfolio management services with a third party.
Location
205 Oser Ave, Hauppauge, NY, 11788
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Regulatory History (1)
Customer Dispute
August 2019Other Business Activities
Lawrence is the President of PELUT Devices Inc. for consulting purposes since 2012, dedicating minimal time, and serves on the Executive Board for St. Catherine of Siena Foundation since 2017, dedicating a few hours per week.
Employment History
Current Registrations
Partners Capital Services, INC.
American Capital Partners, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Morgan Stanley
Morgan StanleyBroker
Nylife Securities 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.