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CFP
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CFP

Lauren Gay

Columbia Management Investment Advisers, LLC
11 Years of Experience
Dana Point, CA
Broker
View SEC Summary
View SEC Summary

Lauren Gay is a CFP-designated registered investment advisor at Columbia Management Investment Advisers, LLC, based in Dana Point, CA, with 11 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 High Net Worth, Investment Management. Their firm serves 4,251 clients with $500B in assets under management.

Columbia Management Investment Advisers, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
201 advisors
Number of Clients
4,251 clients
Average Client Portfolio
$118.2M average
Assets Under Management
$502.4B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.65%
$25.0M - $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.40%

Representative fee schedule shown for U.S. Large Cap Equity institutional strategies. Fees are negotiable over $100 million. Different strategies and client types have distinct schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1415 Doheny Way, Dana Point, CA, 92629

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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
Columbia Management Investment Advisers, LLC
May 2025 - Present · 1 yr 5 mos
Columbia Management Investment Distributors, INC.
May 2025 - Present · 1 yr 5 mos
Columbia Management Investment Distributors, INC.Broker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Lord, Abbett & CO. LLC
February 2025 - April 2025 · 2 mos
Lord Abbett Distributor LLCBroker
May 2021 - April 2025 · 3 yrs 11 mos
Natixis Distribution, L.P.Broker
February 2016 - April 2021 · 5 yrs 2 mos
Fidelity Investments Institutional Services Company, INC.Broker
September 2014 - March 2016 · 1 yr 6 mos
State Registrations2 states
CANV
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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