J.A. Lawrence Wealth Management

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$21M
Clients92
Advisors1
Avg. per Client$220K
Avg. per Advisor$21M

Fee Structure

Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.50%
$2.0M - $3.0M0.25%
$3M+Included

Fees may be negotiable based upon certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm