Advisor at Ashton Royce & Co.
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Firm
Ashton Royce & Co.
Location
Williamsburg, VA 23185
Credentials
Series 65
Industry experience
18 years
Lawrence Fischer is a financial advisor at Ashton Royce & Co. with 18 years of industry experience. He holds the Series 65 designation and has worked at Ashton Royce since 2012. In addition to his advisory role, he has maintained a law practice since 1984 and operates as an insurance agent offering health and life insurance products. Ashton Royce & Co. provides fee-based wealth management, discretionary asset management, and financial planning services to individuals, small businesses, pensions, profit-sharing plans, trusts, estates, and charitable organizations. The firm serves a diverse client base including retirees and professionals and utilizes fundamental, technical, and cyclical analysis with regular portfolio reviews.
Based on Ashton Royce & Co.
Based on Ashton Royce & Co.
Based on Ashton Royce & Co.
Negotiable fixed fee with minimum $500 and maximum $25,000
$0+: 0.49% +: 1.99%
$150 - $300 per hour with a 4-hour minimum
215 Mclaws Circle, Suite 3 B
Williamsburg, VA 23185
Virginia
Ashton Royce & Co.
2012 - Present (14 years)
Lawrence Fischer Sole Proprietor
2003 - Present (23 years)
Lawrence E. Fischer, P.C.
1984 - Present (42 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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