Laurence Bloom is a registered investment advisor at Bloomschon Cpas LLC, based in Jericho, NY, with 2 years of industry experience. Laurence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BloomSchon CPAs introduces clients to outside investment advisors and shares in the advisor's management fee. BloomSchon's fee is a percentage of the outside advisor's fee, not an additional charge. BloomSchon is paid quarterly based on the value of your portfolio. BloomSchon may also be paid hourly or a fixed fee for financial, estate, or income tax planning.
Location
375 N. Broadway Ste 320, Jericho, NY, 11753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laurence is a member manager at Bloomschon CPAs LLC, a certified public accounting firm, since 2005. This is a full-time occupation for Laurence.
Employment History
Current Registrations
Bloomschon Cpas LLC
State Registrations1 state
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