Lawrence Oliver is a registered investment advisor at Prosperity First Wealth Management, based in Rockwall, TX, with 7 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Cash holdings (including money market funds) are charged 0.2%. There is no fee for US Treasury Bonds.
Fee Estimator
Location
Rockwall, TX
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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
Lawrence is the Vice President of Operations for First Co, an HVAC equipment manufacturer.
Employment History
Current Registrations
Prosperity First Wealth Management
Previous Registrations
Prosperity First Wealth Management
State Registrations1 state
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