Lawrence Financial Services offers investment management services to individual clients, including asset allocation and investment recommendations, account setup, ongoing portfolio monitoring, and performance reports. The firm aims for wealth preservation and superior risk-adjusted returns based on each client's risk profile, determined through questionnaires and interviews. LFS invests in common stocks, ETFs, options, and mutual funds.
Assets Under Management$100K
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable for amounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.