LM
CFP
LM
CFP

Lauren Michele Maher

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
251 clients
Average Client Portfolio
$14.1M average
Assets Under Management
$3.5B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.55%
$10.0M - $25.0M0.45%
$25.0M - $50.0M0.35%
$50M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7711 Bonhomme Avenue, Suite 400, Clayton, MO, 63105

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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
Matter Family Office
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Mariner Wealth Advisors
March 2018 - September 2022 · 4 yrs 6 mos
Mariner Wealth Advisors
October 2016 - July 2018 · 1 yr 9 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
Lauren Michele Maher - Financial Advisor | TrueAdvisor