LM
CFP
LM
CFP
Lauren Maclaren
14 Years of Experience
Cleveland, OH
1 Disclosure
Lauren Maclaren is a CFP-designated registered investment advisor at Journey Wealth Management, based in Cleveland, OH, with 14 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 545 clients with $940M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
545 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$940.7M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
22901 Millcreek Blvd., Suite 225, Cleveland, OH, 44122
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2012Settled
Employment History
Current Registrations
Journey Wealth Management
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Sequoia Financial Advisors, L.L.C.
May 2011 - February 2019 · 7 yrs 9 mos
State Registrations1 state
OH
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.