Lauren Friedlander is a CFP-designated registered investment advisor at Spectrum Financial Management, based in San Rafael, CA, with 1 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 150 clients with $260M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable on a case-by-case basis. Some clients have a semi-annual billing agreement with a reduced minimum fee of $2,000.
Fee Estimator
Location
899 Northgate Drive, Suite 305, San Rafael, CA, 94903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Spectrum Financial Management
State Registrations1 state
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