Lawrence Schwartz
Lawrence Schwartz is a registered investment advisor at Commonwealth Investment Advisory LLC, based in Oakton, VA, with 14 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Commonwealth Investment Advisory does not manage your investments directly. Instead, they recommend money managers and receive a referral fee from them. This referral fee is a percentage of the money manager's fee, up to 25%, and is paid by the money manager, not you. You won't pay more than if you hired the money manager directly.
Location
Oakton, VA
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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.
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Lawrence is the Chairman of the Independent Audit Committee and Founding Director for FVCBank, dedicating a few hours per week to risk reporting oversight. He is also a Managing Member of Commonwealth Advisory, LLC, providing litigation support services, which takes about a quarter of his time.
Employment History
Current Registrations
Commonwealth Investment Advisory LLC
Previous Registrations
Fbb Capital Partners
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.