Lauren Fakonas
Lauren Fakonas is a CFP, ChFC-designated registered investment advisor at Rise North Capital Investment Advisors, based in Braintree, MA, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 408 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Total maximum annual fee consists of 1.3% for Rise North Capital Investment Advisors and 0.70% for the third-party manager. Fees are negotiable based on factors such as account size, asset composition, and anticipated future assets.
Fee Estimator
Location
25 Braintree Hill Office Park, Braintree, MA, 02184
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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 ActivitiesSells Insurance
Lauren is an insurance broker selling life insurance, fixed annuities, disability, long-term care, and health insurance products since October 2024. This activity requires minimal time.
Employment History
Current Registrations
Rise North Capital Investment Advisors
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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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