Hayley Lenz
Hayley Lenz is a registered investment advisor at Strive Financial Group, LLC, based in Carmel, IN, with 17 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,765 clients with $190M 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 | 1.25% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
10201 N. Illinois Street, Suite 325, Carmel, IN, 46290
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 Activities
Hayley operates under a DBA for her LPL business, BMO Investment Services, since 2021. She also runs a personal business called Loopie's Liquidation Lounge, dedicating about 10-20% of her time to it.
Employment History
Current Registrations
Strive Financial Group, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
M&i Financial Advisors, INCBroker
State Registrations1 state
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