Lauren Mishra is a CFP-designated registered investment advisor at Elion Financial, LLC, based in Tucson, AZ, with 6 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 53 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elion Financial charges an annual advisory fee for comprehensive portfolio management based on your investable assets, annual income, and financial complexity. The fee generally ranges from $3,000 to $50,000 per year and is calculated using a formula that combines an investment portfolio base fee, an annual income component, and a complexity factor.
- Investment Portfolio Base Fee: Starts at $3,000 for portfolios up to $300,000 and scales upward depending on the size of your portfolio.
- Annual Income Component: Calculated as your total annual income multiplied by 0.008.
- Complexity Factor: Multiplier ranging from 0.8 to 1.2 based on the complexity of your financial situation, tax needs, and account types.
For accounts with approximately $3,500,001 or more, the fee is negotiated directly. Fees are billed quarterly in arrears.
Contact
Lauren Mishra
Location
4729 E Sunrise Dr., Tucson, AZ, 85718
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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 →Employment History
Current Registrations
Elion Financial, LLC
Previous Registrations
Cambridge Financial Group, LLC
Evidence Based Financial Planning
State Registrations2 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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