Lauri Salverda
Lauri Salverda is a CFP-designated registered investment advisor at Castle Rock Financial Planning, INC., based in Mendota Heights, MN, with 11 years of industry experience. Lauri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 91 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For ongoing financial advisory clients, Castle Rock charges a flat quarterly fee based on the complexity of the client's circumstances and needs. The minimum quarterly fee is $1,250, or $5,000 annually. Fees may be increased up to 5% annually to cover operating costs. Under certain circumstances, Castle Rock may charge a percentage of assets under management, ranging from 0.6% to 1.2% based on the dollar amount and complexity.
Contact
Lauri Salverda
Location
2267 Waters Drive, Mendota Heights, MN, 55120
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Castle Rock Financial Planning, INC.
Previous Registrations
Clerestory Advisors, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
EducationB.A., Economics, Bryn Mawr College, Bryn Mawr Pennsylvania