Lauren Martin is a CFP-designated registered investment advisor at Lnw, based in Radnor, PA, with 19 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, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,149 clients with $12B 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 | 0.90% |
Annual fees typically range between 0.90% and 0.30% of total assets managed, depending on factors such as portfolio complexity and relationship size. Fees are negotiable.
Fee Estimator
Location
150 N Radnor Chester Rd, Radnor, PA, 19087
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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 →Employment History
Current Registrations
Lnw
Previous Registrations
Lnw
Wealthspire Advisors
Wealthspire Advisors
Threshold Group, LLC
Convergent Wealth Advisors, LLC
Lydian Wealth Management Company, LLC
State Registrations2 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.
Exams
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