Stephanie Laude
Stephanie Laude is a CFP-designated registered investment advisor at K2 Wealth Management LLC, based in Chicago, IL, with 8 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 70 clients with $120M 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 $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Management fee is negotiable at the firm's discretion.
Fee Estimator
Location
1200 N. Ashland Ave., Suite 500, Chicago, IL, 60622
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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 →Other Business Activities
Stephanie works as a mentor at 3rd Decade, providing fiduciary support and financial mentoring to young adults since July 2023. This activity requires minimal time.
Employment History
Current Registrations
K2 Wealth Management LLC
Previous Registrations
Corient
Balasa Dinverno Foltz LLC
State Registrations1 state
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