Lauren Fine is a CFA-designated registered investment advisor at Beatrice Advisors LP, based in Cleveland, OH, with 9 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 20 clients with $280M 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 amounts over $50,000,000. Grandfathered fee schedules exist for clients with an inception date on or before December 31, 2025.
Fee Estimator
Location
Cleveland, OH
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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 →Other Business Activities
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
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
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