Lawley Retirement Advisors

Fee-Only (% of Portfolio)Fixed/Hourly

Lawley Retirement Advisors provides customized retirement plan consulting services to plan sponsors, trustees, and other retirement plan fiduciaries. Lawley Retirement Advisors assists clients in plan management, consultation, and selection of other investment advisors. Lawley Retirement Advisors advises clientele on investment instruments including mutual funds, separate accounts, collective investment trusts, and exchange traded funds. Lawley Retirement Advisors also partners with HSA Bank and Aspire to provide investment advice on individual Health Savings Accounts.

Assets Under Management$2B
Clients156
Advisors9
Avg. per Client$13M
Avg. per Advisor$220M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

9 Advisors at this firm

Lawley Retirement Advisors | TrueAdvisor