LB
CFP
LB
CFP

Lauren Brown

12 Years of Experience
Eden, MN

Lauren Brown is a CFP-designated registered investment advisor at Fiat Wealth Management, based in Eden, MN, with 12 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, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 647 clients with $520M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
647 clients
Average Client Portfolio
$800K average
Assets Under Management
$517.4M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee is up to 2.00% of the portfolio value. Fees are negotiable on a case-by-case basis.

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

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
Fiat Wealth Management
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
360 Financial
August 2021 - August 2023 · 2 yrs
LPL Financial LLCBroker
July 2021 - August 2023 · 2 yrs 1 mo
LPL Financial LLC
July 2021 - July 2021 · 0 mos
Concourse Financial Group Securities, INC.Broker
April 2016 - August 2021 · 5 yrs 4 mos
Concourse Financial Group Advisors
April 2016 - August 2021 · 5 yrs 4 mos
Transamerica Financial Advisors, INC.
August 2014 - April 2016 · 1 yr 8 mos
Transamerica Financial Advisors, INCBroker
November 2013 - April 2016 · 2 yrs 5 mos
State Registrations1 state
MN
Advisor

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.