Lawrence Sidney
Lawrence Sidney is a registered investment advisor at Palisade Investments, LLC, based in Zephyr Cove, NV, with 6 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 537 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Palisade Investments manages investment accounts for a fee that is negotiable and can range from 0.10% to 2.0% per year. The fee can be based on a percentage of the assets in the account, a fixed fee, or a combination of both. The specific fee arrangement is detailed in a written agreement. Fees are billed quarterly, either in advance or in arrears. Accounts initiated during a quarter will have their fee prorated. The fees do not include brokerage commissions or other transaction costs.
Location
625 Highway 50, Suite 301, Zephyr Cove, NV, 89448-3049
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 board member of the Boys and Girls Club of Lake Tahoe, dedicating minimal time. He is also an insurance representative, but the type of insurance and time commitment are unspecified.
Employment History
Current Registrations
Palisade Investments, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations3 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.