LC
LC

Lauren Crossett

11 Years of Experience
New York, NY
Sells Insurance

Lauren Crossett is a registered investment advisor at Rebellion Research, based in New York, NY, with 11 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 75 clients with $17M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
75 clients
Average Client Portfolio
$220K average
Assets Under Management
$16.5M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

Rebellion Research Advisors charges between 1.5% and 2.0% of your portfolio annually for investment management. The exact fee is negotiable depending on your needs and the complexity of your situation. Fees are paid daily in advance. There is also a hedge fund option with a 1.5% management fee and a 20% performance fee.

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Location

350 East 54th Street, #1A, New York, NY, 10022

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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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Other Business ActivitiesSells Insurance

Lauren is an insurance broker with MassMutual, Jackson, and formerly with Columbian Mutual, receiving commissions on past and future sales. Lauren will also be paid a percentage of management fees for clients she brings to Rebellion.

Employment History
Current Registrations
Rebellion Research
April 2014 - Present · 12 yrs 1 mo
State Registrations1 state
TX
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.
Lauren Crossett - Financial Advisor | TrueAdvisor