J.A. Lawrence Wealth Management offers investment management, financial planning, and retirement planning services. They focus on building portfolios to meet client needs and developing plans to build and preserve wealth. Client meetings are generally conducted via telephone or secure web-based video conference. In-person meetings may be available on a limited basis.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.25% |
| $3M+ | Included |
Fees may be negotiable based upon certain circumstances.