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Lauren Cosulich

Summit Trail Advisors, LLC
20 Years of Experience
Boston, MA
View SEC Summary
View SEC Summary

Lauren Cosulich is a registered investment advisor at Summit Trail Advisors, LLC, based in Boston, MA, with 20 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 742 clients with $20B in assets under management.

Summit Trail Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
742 clients
Average Client Portfolio
$26.9M average
Assets Under Management
$19.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Investment advisory fees range up to 1.50% annually based on asset level, complexity, and overall relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

101 Arch Street, #1950, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Lauren is a partner at Summit Trail Advisors, an RIA, dedicating full-time hours to this role. She also serves as Secretary for CommunityWalk Inc., a consumer website mapping tool, spending minimal time on paperwork and document assistance.

Employment History
Current Registrations
Summit Trail Advisors, LLC
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
Summit Trail Securities, LLCBroker
February 2017 - August 2026 · 9 yrs 6 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2015 - August 2016 · 10 mos
Barclays Capital INC.
January 2009 - August 2015 · 6 yrs 7 mos
Barclays Capital INC.Broker
September 2008 - August 2015 · 6 yrs 11 mos
Lehman Brothers INC.
March 2008 - October 2008 · 7 mos
Lehman Brothers INC.Broker
August 2006 - September 2008 · 2 yrs 1 mo
State Registrations3 states
CAMATX
Advisor

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.

Exams
No exam information available for this advisor.
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