Lawrence E. Bartlett is a registered investment advisor specializing in managing securities portfolios for a select number of individuals and a non-profit foundation. His approach generally favors growth stocks over value stocks, and he uses high-dividend common stocks as a substitute for bonds. While he primarily invests in U.S. common stocks, he may include a few American Depository Receipts (ADRs). He may use margin transactions and listed options to manage risk, with client consent.
Assets Under Management$760K
Clients1
AdvisorsN/A
Avg. per Client$760K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Lawrence E. Bartlett charges a fee based on the value of the assets he manages, billed twice a year. There are two fee schedules:
- 0.8% of assets managed, plus $100
- 1.0% of assets managed
Fees may be negotiable depending on the size of the account and the services provided.
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