LS
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Lauren Siewert

4 Years of Experience
Atlantic Highlands, NJ

Lauren Siewert is a registered investment advisor at Mountain Hill Investment Partners, based in Atlantic Highlands, NJ, with 4 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 142 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
142 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$360.0M

Fee Structure

Investment management only (planning not offered)

Mountain Hill Investment Partners charges a fee based on the value of your portfolio. The specific fee is outlined in your Investment Advisory Agreement. The fee covers investment advice, custody of your assets, and account reporting. You may also pay separate fees charged by mutual funds or exchange-traded funds used in your account.

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Location

724 Kings Highway East, Atlantic Highlands, NJ, 07716

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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
Mountain Hill Investment Partners
April 2021 - Present · 5 yrs 1 mo
State Registrations2 states
NJTX
Advisor

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
No exam information available for this advisor.