Alan Lawrence is a registered investment advisor providing investment advisory services. He allocates client assets based on earnings and interest rate expectations, client investment objectives, risk tolerance, and investment experience. Client assets are managed on either a discretionary or non-discretionary basis. Alan Lawrence does not offer tax or legal advice.
Assets Under Management$24M
Clients7
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Alan Lawrence's fees are negotiable and can be structured in one of three ways:
- A maximum of 1% annually, based on the total market value of your portfolio at the end of each quarter.
- An hourly fee of $75 per hour.
- A negotiated set annual dollar amount, not to exceed 1% of assets, charged quarterly.
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