Clare Lawrence is a registered investment advisor at Colony Family Offices, LLC, based in Charlotte, NC. Clare operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 656 clients with $3.4B 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 $30.0M | 1.00% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Clients may also be subject to an additional reporting fee on certain reported assets.
Fee Estimator
Location
4250 Congress Street, Suite 175, Charlotte, NC, 28209
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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 →Employment History
Current Registrations
Colony Family Offices, LLC
State Registrations1 state
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
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