Lauren Blum is a registered investment advisor at Capital Counsel LLC, based in New York, NY, with 4 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 197 clients with $2.6B 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 $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50.0M - $75.0M | 0.70% |
| $75.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
For clients who have engaged Clarfeld Financial Advisors as a sub-advisor on their fixed income portfolios, fixed income assets will generally be charged an annual fee of 0.35%. Under certain circumstances, Capital Counsel may reduce the actual fees charged.
Fee Estimator
Location
527 Madison Ave., 19th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Capital Counsel LLC
State Registrations1 state
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