Caleb Lawrence Registered Investment Adviser Inc. provides investment advisory services on a discretionary basis to individuals, high-net worth individuals, and retirement plans. The firm's investment strategy involves both long and short positions, leveraged and unleveraged, based on the client's investment objectives, time horizon, and risk profile. Portfolios are periodically rebalanced to maintain an appropriate mix of asset classes.
Assets Under Management$6M
Clients26
Advisors1
Avg. per Client$230K
Avg. per Advisor$6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.5M | 1.40% |
| $1.5M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Advisory fees are negotiable and arrangements with any particular client can differ from those described above. In addition, for family and friends of the Firm, the Firm can, in its sole discretion, reduce or waive management fees in their entirety.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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