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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 23 clients with $54M 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 |
|---|---|
| Up to $1.5M | 1.80% |
| $1.5M - $5.0M | 1.07% |
| $5.0M - $8.0M | 0.72% |
| $8M+ | 0.50% |
Daybreak Wealth charges an annual flat fee determined by asset tiers and complexity rather than a strict percentage schedule, but total fees will not exceed 2.0% of assets under management. Percentages shown are approximate averages calculated from the midpoint of each tier.
Fee Estimator
Location
19 N Grant Street, Hinsdale, IL, 60521
Get directionsHistory
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
Daybreak Wealth, LLC
Previous Registrations
Pinnacle Financial Group LLC
State Registrations1 state
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
More Advisors
- Jason Capone, CFPLPL Financial LLC
- Jay Ferguson, CFPLPL Financial LLC
- Ryan Malkowski, CFPEdward Jones
- Gregory Lieberenz, ChFCState Farm Investment Management CORP.
- Dana Potts, ChFCNorthwestern Mutual Investment Services,llc
- Jessie Barrett, CFPWells Fargo Advisors