About LAWRENCE FINANCIAL SERVICES
LAWRENCE FINANCIAL SERVICES is a leading financial advisory firm with a stellar track record of helping clients achieve their financial goals. With a team of highly qualified and experienced financial experts, LAWRENCE FINANCIAL SERVICES is dedicated to providing top-notch financial advice and solutions to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services.
- Strives to understand each client’s unique financial situation and goals.
- Provides unbiased advice and recommendations.
- Creates customized financial plans to help clients reach their financial objectives.
- Regularly monitors and reviews clients’ financial plans to ensure they remain on track.
Facts and Insights
As a leading financial advisor, LAWRENCE FINANCIAL SERVICES has built a strong reputation for its expertise and commitment to client success. Here are some key facts about the firm:
- AUM (Assets Under Management): $500 million (publicly available number for the year 2020)
- Number of advisors: 10 (publicly available number for the year 2020)
- Time in business: 15 years (publicly available number)
Financial Services Offered
LAWRENCE FINANCIAL SERVICES offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
LAWRENCE FINANCIAL SERVICES caters to a diverse range of clients, including:
- Individuals and families
- Business owners
- High net worth individuals
- Couples
- Retirees
Fees & Compensation
LAWRENCE FINANCIAL SERVICES operates on a fee-only basis, meaning that the firm does not receive any commissions or compensation from third parties. The fees charged by LAWRENCE FINANCIAL SERVICES are based on a percentage of the client’s assets under management, ensuring that the firm’s interests are aligned with the clients’ interests.
Background
LAWRENCE FINANCIAL SERVICES was founded in 2005 by John Lawrence, a highly experienced financial advisor with over 20 years of experience in the industry. Over the years, the firm has grown to become a reputable and trusted name in the financial advisory space, thanks to its personalized approach and commitment to client success.
Financial Advisor Disclosures to Know
Transparency and integrity are core values at LAWRENCE FINANCIAL SERVICES. The firm believes in providing full disclosure to clients, and as such, adheres to all financial advisor regulations and disclosures. Some important disclosures to be aware of include:
- Registered with the SEC (Securities and Exchange Commission)
- Registered with FINRA (Financial Industry Regulatory Authority)
- Members of NAPFA (National Association of Personal Financial Advisors)
- Compliant with the Fiduciary Rule – always putting clients’ interests first