Lauren Hunt is a CFP-designated registered investment advisor at Daybreak Wealth, LLC, based in Hinsdale, IL, with 11 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, High Net Worth, Investment Management, and 2 more. Their firm serves 18 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Daybreak Wealth charges an annual flat fee for wealth management services, assessed quarterly. The fee varies based on the amount you invest, the complexity of your financial situation, and how often you want to meet with your advisor. The fee will not exceed 2% of your investments.
- Tier 1: $9,000/year for $500,000 - $1.49M in investments, includes up to 2 meetings per year.
- Tier 2: $16,000/year for $1.5M - $5M in investments, includes up to 4 meetings per year.
- Tier 3: $36,000/year for $5.1M - $8M in investments, includes up to 5 meetings per year, and asset management of child accounts up to age 25 at no additional cost.
For investments over $8M, contact Daybreak for a custom quote.
Location
19 N Grant Street, Hinsdale, IL, 60521
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Daybreak Wealth, LLC
Previous Registrations
Pinnacle Financial Group LLC
State Registrations1 state
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