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Lauren Metaj

Northern Trust Investments, Incorporated
17 Years of Experience
Ann Arbor, MI
Broker
View SEC Summary
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Lauren Metaj is a registered investment advisor at Northern Trust Investments, Incorporated, based in Ann Arbor, MI, with 17 years of industry experience. Lauren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 41,027 clients with $1200B in assets under management.

Northern Trust Investments, Incorporated
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
41,027 clients
Average Client Portfolio
$30.4M average
Assets Under Management
$1245.2B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum fee percentages vary by strategy, ranging up to 0.30% for passive equity, 0.45% for fixed income, 0.50% for multi-asset class, 0.65% for quantitative equity, 1.00% for third-party strategies, and 1.50% for tax advantaged long/short equity. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Ann Arbor, MI

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Northern Trust Investments, Incorporated
August 2018 - Present · 8 yrs 2 mos
Northern Trust Securities, INC.Broker
October 2016 - Present · 10 yrs
Northern Trust Securities, INC.
October 2016 - Present · 10 yrs
Previous Registrations
Guggenheim Investments
February 2014 - October 2016 · 2 yrs 8 mos
Guggenheim Funds Distributors, LLCBroker
November 2013 - October 2016 · 2 yrs 11 mos
Invesco Advisers, INC.
June 2013 - November 2013 · 5 mos
Invesco Distributors, INC.Broker
April 2013 - November 2013 · 7 mos
Franklin/templeton Distributors, INC.Broker
July 2009 - March 2013 · 3 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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