John Lawrence
John Lawrence is a registered investment advisor at J.A. Lawrence Wealth Management, based in avondale estates, GA, with 5 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 92 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.25% |
| $3M+ | Included |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
avondale estates, GA
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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
John is a tennis coach at Ace Tennis Academy since 2010. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
J.A. Lawrence Wealth Management
Previous Registrations
Gibbs Wealth Management, LLC
J.A. Lawrence Wealth Management
State Registrations1 state
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