Lauren Mcdonnell is a registered investment advisor at Jrm Investment Counsel., based in Omaha, NE, with 10 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 76 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Occasionally, JRM may offer a lower negotiated rate based on certain criteria, such as related accounts, anticipated future additional assets, or other considerations at their discretion.
Fee Estimator
Location
Omaha, NE
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Jrm Investment Counsel.
Previous Registrations
Lockton Financial Advisors, LLCBroker
Lockton Investment Advisors, LLC
State Registrations3 states
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