Lauren Sylvan is a CFP-designated registered investment advisor at Cultivating Wealth, based in Forest Hills, NY, with 8 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 8 more. Their firm serves 175 clients with $210M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are based on a blended rate and are negotiable. Legacy clients and family and friends of firm associates may pay lower fees and lower minimums.
Fee Estimator
Location
Forest Hills, NY
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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
Lauren is a partner in Janus Properties, LLC, a rental real estate business, spending minimal time per month tracking finances. She is also a limited partner in Worthington Meadows J-Dek LP, another rental real estate venture, with no duties involved.
Employment History
Current Registrations
Cultivating Wealth
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.
Exams
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