Lauren Prince
Lauren Prince is a CFP-designated registered investment advisor at Prince Financial Advisory LLC, based in New York, NY, with 21 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 4 more. Their firm serves 60 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prince Financial charges a percentage of your portfolio's value each quarter for investment management. The annual fee ranges from 0.35% to 0.75%, depending on your needs and the complexity of your situation. Fees are negotiable.
Location
251 E 32nd Street, Ste 6E, New York, NY, 10016
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Lauren is an agent selling fixed annuity products since 2011, dedicating minimal time to this activity.
Employment History
Current Registrations
Prince Financial Advisory LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
Nathan & Lewis Securities, INC.
State Registrations2 states
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.