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How does the Advisor Help Clients – Key Takeaways:
At CALEB LAWRENCE REGISTERED INVESTMENT ADVISER INC., the experienced and knowledgeable team offers a variety of financial services to help clients achieve their financial goals. Through personalized and comprehensive strategies, clients can make informed decisions and feel confident about their financial future.
Facts and Insights:
Founded in 2005, CALEB LAWRENCE REGISTERED INVESTMENT ADVISER INC. has been in business for over 15 years, providing financial advice and management to clients. The firm currently has 10 advisors on staff and manages assets totaling $100 million.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 15+ years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
- Education Planning
Client Types:
The team at CALEB LAWRENCE REGISTERED INVESTMENT ADVISER INC. works with a diverse range of clients, including individuals, families, and small business owners. They have experience in managing investments and providing financial advice to clients from various backgrounds and income levels.
Fees & Compensation:
As a registered investment adviser, CALEB LAWRENCE REGISTERED INVESTMENT ADVISER INC. follows a fee-based compensation structure. This means that clients are charged a percentage of their total assets under management or a flat fee for financial planning services. This structure ensures that the advisors have a vested interest in helping clients grow their investments.
Background:
The founder, Caleb Lawrence, is a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. He and his team are dedicated to staying updated on the latest market trends and regulations to provide clients with the best possible advice and services.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any potential conflicts of interest or past disciplinary actions of their financial advisor. At CALEB LAWRENCE REGISTERED INVESTMENT ADVISER INC., the team is committed to transparency and follows all regulatory guidelines. They encourage clients to ask any questions they may have and are happy to provide disclosures upon request.