LK
CFA
LK
CFA

Lauren Krieger

10 Years of Experience
Baltimore, MD

Lauren Krieger is a CFA-designated registered investment advisor at 1919 Investment Counsel, LLC, based in Baltimore, MD, 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 Alternative Investments, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 5,169 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
5,169 clients
Average Client Portfolio
$5.0M average
Assets Under Management
$26.0B

Fee Structure

Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $10.0M0.70%
$10.0M - $40.0M0.50%
$40M+0.40%

Standard fee schedule shown is for individual equity and balanced accounts. Fixed income accounts have a separate lower schedule starting at 0.50%. Fees may vary based on prior schedules, wrap fee programs, or relationship size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One South Street, Suite 2500, Baltimore, MD, 21202

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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
1919 Investment Counsel, LLC
February 2016 - Present · 10 yrs 8 mos
State Registrations1 state
MD
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.
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