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Anthony Lawal

1 Year of Experience
Atlanta, GA

Anthony Lawal is a registered investment advisor at Ell Wess Advisors, based in Atlanta, GA, with 1 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 7 clients with $2.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
7 clients
Average Client Portfolio
$367K average
Assets Under Management
$2.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.00%
$1M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1201 West Peachtree St. Nw, Suite 2300, Atlanta, GA, 30309

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ell Wess Advisors
June 2025 - Present · 11 mos
Previous Registrations
Morgan StanleyBroker
January 2023 - May 2023 · 4 mos
E*trade Securities LLCBroker
August 2022 - May 2023 · 9 mos
State Registrations1 state
GA
Advisor

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.

Exams
No exam information available for this advisor.