Mark Lawrence is a registered investment advisor at Alphamont Funds, based in Nashville, TN, with 9 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fee schedule is negotiable. The advisory fee range for separately managed portfolios through third-party investment management platforms is up to 1.20% annually.
Fee Estimator
Location
Nashville, TN
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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
Mark is a general partner in WGS, GP (TN), a real estate and investments family partnership since 1999, and a member of Promote Sewanee Football LLC since 2024, which assists NCAA student athletes with NIL deals. He spends minimal time on each of these activities.
Employment History
Current Registrations
Alphamont Funds
State Registrations2 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.