Lauren Fortier is a CFP-designated registered investment advisor at Amara Financial, LLC, based in Monument, CO, 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 Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 128 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual investment management fees charged will not exceed 1.50%. Fees are negotiable and may be reduced or waived entirely for family members.
Fee Estimator
Location
Monument, CO
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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
Amara Financial, LLC
Previous Registrations
Brio Financial Group
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations3 states
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.