Lauren Ivester
Lauren Ivester is a registered investment advisor at Wealthpoint Advisors, based in Cramerton, NC, with 16 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, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 358 clients with $120M 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 - $750K | 1.20% |
| $750K - $1000K | 1.10% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), the Firm may negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
102 Hidden Pastures Dr., Suite 213, Cramerton, NC, 28032
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2022Customer Dispute
June 2022Other Business ActivitiesSells Insurance
Lauren has a 33.3% ownership stake in SSI Holdings, LLC (real estate holding) and SSI Wealth Management, LLC. She also uses Advisors Excel, an insurance FMO, for her insurance business since March 2022.
Employment History
Current Registrations
Wealthpoint Advisors
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Kalos Capital, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations3 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.