Lawrence
Harrison

Lvm Capital Management LTD

CRD#4388995
Investment Advisor
in Portage, MI

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About this Advisor

Lawrence Harrison is a chartered financial analyst operating in Portage, Michigan with 13 years of industry experience. Harrison currently works for Lvm Capital Management LTD. They have been employed by Lvm Capital Management Ltd for their entire career. Harrison is registered to serve investors in Florida, Illinois, Michigan and Texas. Lvm Capital Management LTD is a financial advisory firm headquartered in Portage, MI. The firm has a total of 13 employees. It controls $999 million in assets under management between its 1,368 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves 58 charitable organizations. Of its 1,368 customer accounts, 96% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules usually vary depending on which service is provided. Fee types billed by Lvm Capital Management LTD can consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7840 Moorsbridge Road
Portage, MI 49024

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Lvm Capital Management LTD Brokerage Details

Total Assets Under Management

$998,663,335

MI Average: $943,424,332
Total Number of Employees

13

MI Average: 21
Total Number of Accounts

1,368

MI Average: 1,586
Average Account Size

$730,017

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Lawrence Harrison Work History

Lawrence has been registered as a financial advisor for 13 years.*

1990 - Present (34 years)

Lvm Capital Management, LTD

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lawrence Harrison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lvm Capital Management LTD

Jordan Rummel
Portage, MI
Tyler Alvord
Portage, MI
Charles Prudhomme
Portage, MI
David Cleveland
Portage, MI
Lawrence Harrison
Portage, MI
Craig Vander Molen
Portage, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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