Lorne Claymore is a registered investment advisor at Eagle Wealth Advisors, based in Sarasota, FL, with 4 years of industry experience. Lorne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 101 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Wealth Advisors charges a fee based on a percentage of the value of your investments. The fees are negotiable and on average range from 1.00% to 1.50% annually, charged quarterly in advance. On a client's explicit request, Eagle Wealth Advisors can offer the use of Third-Party Managers for portfolio management services, with a wrap fee ranging from 1.08% to 2.82%.
Location
2070 Ringling Boulevard, suite 200, Sarasota, FL, 34237
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 Activities
Lorne is the sole owner and tour operator of Sarasota Waterways LLC, dedicating minimal time to it. He also works as a pilot for Allegiant Air, spending about 10-20% of his time in this role.
Employment History
Current Registrations
Eagle Wealth Advisors
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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.