Lawrence Yan
Lawrence Yan is a registered investment advisor at Strategic Advisers LLC, based in Argyle, TX, with 4 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Argyle, TX
Get directionsHistory
Regulatory History (8)
Financial
September 2025Judgment / Lien
July 2025Financial
June 2025Judgment / Lien
April 2025Financial
April 2025Financial
October 2024Financial
May 2024Financial
April 2024Other Business Activities
Lawrence works as a supervisor at Kilwin's, a dessert shop in Grapevine, Texas. This activity is not investment-related and takes about a quarter of his time.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
State Registrations53 states
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