Lauren Gretchen is a registered investment advisor at Invested Advisors, based in Ellicott City, MD, with 23 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 283 clients with $270M 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 $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable and may deviate from the tiered fee schedule. InVested does charge an additional advisory fee ranging from 0.05% to 0.25% for providing tax analysis and planning. American Funds F2 Shares are charged 0.50%.
Fee Estimator
Location
Ellicott City, MD
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 →Employment History
Current Registrations
Invested Advisors
Previous Registrations
Abundance Wealth Counselors, LLC
Planning Solutions Group, LLC
Triad Advisors, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
MML Investors Services, INC.
MML Investors Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Summit Equities, INC.Broker
Financial Consultant Group, LLCBroker
Rickel & Associates, INC.Broker
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.