Lauren Pearson is a CFP-designated registered investment advisor at Indivisible Partners, based in Birmingham, AL, with 18 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 6 more. Their firm serves 676 clients with $2.1B 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 | 1.50% |
The maximum advisory fee is 1.50%. Fees are negotiable on an individual basis depending on portfolio complexity and asset amount.
Fee Estimator
Location
2231 20th Avenue South, Suite 200, Birmingham, AL, 35223
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 →Other Business Activities
Lauren is a committee member for the YWCA Central Alabama, a charitable organization, dedicating minimal time to fundraising activities. She also serves on the executive committee for Cornerstone Schools of Alabama, planning the school's strategic direction, which takes minimal time.
Employment History
Current Registrations
Indivisible Partners
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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
More Advisors
- Patrick Long, CFPCommonwealth Financial Network
- Jeffrey Mccormack, CFPSavant Wealth Management
- Charles Smith, CFA, CFPThe Welch Group, LLC
- Shannon Pike, CFPKassouf Wealth Advisors, LLC
- Billy Rayburn, ChFCNorthwestern Mutual Investment Services,llc
- Laura Rhoades, CFPSavant Wealth Management