Stephanie Lauritsen
Stephanie Lauritsen is a registered investment advisor at Geneos Wealth Management, INC., based in West Fargo, ND, with 16 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 14,112 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Geneos offers investment management services where representatives continuously monitor your account and make trades when necessary. This is offered under the VIP program, where you pay transaction charges separately, and the VIP Ultra and Axiom wrap fee programs, where advisory and transaction services are bundled into one fee. The annual fee ranges from 0.00% to 2.50% of your portfolio, with a minimum fee of 0.50%. Fees and fee structures vary by representative. Advisory accounts direct with American Funds utilizing their F2 share class will have either a tiered fee of 0.50%, 0.60%, 0.80%, or 1.00% dependent upon account balance and is not negotiable or a fixed fee of 0.75% which is not negotiable.
Location
1241 Prairie Parkway, Suite #100, West Fargo, ND, 58078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie works as an assistant for retirement planners, dedicating nearly full-time hours to this role. She also owns Lauritsen Land & Cattle Company and All Things Finance, and is a notary public, board member of West Fargo Packer Backers, and a candidate for Town and Country Credit Union board member.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
State Registrations1 state
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