Lauren Rivera
Lauren Rivera is a registered investment advisor at Purus Wealth Management, LLC, based in Newport Beach, CA, with 17 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 642 clients with $660M 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 | 2.75% |
The maximum annual fee for asset management services is 2.75%. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
4675 Macarthur Court, Suite 770, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Criminal
September 2004Other Business ActivitiesSells Insurance
Lauren works as an insurance agent selling insurance through various carriers since 2009. She also works as a marketing consultant for MANB Inc, dedicating about half of her time to this role.
Employment History
Current Registrations
Purus Wealth Management, LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
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
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