Lawrence Debaltzo
Lawrence Debaltzo is a registered investment advisor at Avantax Planning Partners, INC., based in Independence, OH, with 3 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
6000 Freedom Square Drive, Suite 550, Independence, OH, 44131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lawrence is an Investment Advisor Representative with Avantax Planning Partners, owns rental property, and is a shareholder at Hobe & Lucas, a CPA firm, where he spends nearly full-time hours. He also manages GreenSmart Payroll Solutions, LLC, dedicating about 10-20% of his time.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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