How does the advisor help clients – Key Takeaways:
LAWRENCE CAPITAL MANAGEMENT, INC. is a top-rated financial firm that offers a wide range of services to help clients with their financial needs. With a team of experienced and knowledgeable advisors, they provide personalized solutions to help clients achieve their financial goals.
The advisors at LAWRENCE CAPITAL MANAGEMENT, INC. are experts in analyzing market trends and understanding the ever-changing financial landscape. They work closely with clients to develop a comprehensive financial plan that is tailored to their specific needs and goals.
- Provides personalized financial solutions
- Expertise in analyzing market trends
- Develops comprehensive financial plans
- Works closely with clients
Facts and Insights
According to publicly available data, LAWRENCE CAPITAL MANAGEMENT, INC. has been in business for over 20 years and has a team of 50 advisors. They have consistently maintained high ratings and have received numerous awards for their exceptional service and performance.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50 | 20+ years |
Financial Services Offered
LAWRENCE CAPITAL MANAGEMENT, INC. offers a wide range of financial services to help clients manage their wealth and achieve their financial goals. Some of the services they provide include investment management, retirement planning, tax planning, estate planning, and risk management.
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
Client Types
The team at LAWRENCE CAPITAL MANAGEMENT, INC. serves a diverse group of clients, including high-net-worth individuals, families, and businesses. They work with clients to understand their unique financial situation and provide tailored solutions to meet their specific needs.
- High-net-worth individuals
- Families
- Businesses
Fees & Compensation
LAWRENCE CAPITAL MANAGEMENT, INC. charges fees based on a percentage of assets under management. The exact fee structure may vary depending on the services and level of assets managed. They operate on a fee-only model, which means they do not earn commissions for selling financial products.
- Fees based on a percentage of assets under management
- Fee-only model
- No commissions earned for selling financial products
Background
LAWRENCE CAPITAL MANAGEMENT, INC. was founded in 2000 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
The team at LAWRENCE CAPITAL MANAGEMENT, INC. is highly qualified and has extensive experience in the financial industry. They are committed to providing exceptional service and helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered firm, LAWRENCE CAPITAL MANAGEMENT, INC. is required to disclose any potential conflicts of interest to clients. They have a strict code of ethics and adhere to all regulations set by the SEC and FINRA.
Clients can trust that the advisors at LAWRENCE CAPITAL MANAGEMENT, INC. have their best interests in mind and will always act in an ethical manner.