Lauren Niestradt is a CFA, CFP-designated registered investment advisor at Truepoint, INC., based in Cincinnati, OH, with 10 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,848 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients are also assessed a monthly fee of $85. The 1.00% fee is split between Commas and Betterment, depending on how the account is opened. If Commas uses other custodians like Fidelity or Schwab, Commas retains the full 1.00% fee.
Fee Estimator
Location
9999 Carver Road, Suite 200, Cincinnati, OH, 45242
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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 serves on the Board of Trustees for the Cincinnati Observatory Foundation and is an Ambassador Council Member for the Cincinnati Zoo and Botanical Garden. These activities are not investment-related.
Employment History
Current Registrations
Truepoint, INC.
Previous Registrations
Riverpoint Capital Management, LLC
State Registrations1 state
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