Lauren Fine is a CFA-designated registered investment advisor at Beatrice Advisors LP, based in Cleveland, OH, with 8 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 5 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees are negotiable for accounts over $50,000,000. Clients with an inception date on or before December 31, 2025, have grandfathered fee schedules lower than the standard fee schedule.
Fee Estimator
Location
Cleveland, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lauren has been a board member of Private Trust Company since 2018, dedicating minimal time to this paid position. Private Trust Company is not a client.
Employment History
Current Registrations
Beatrice Advisors LP
Previous Registrations
Gries Financial Partners
State Registrations1 state
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