Lauren Neeno is a registered investment advisor at Flexpath Strategies, based in Aliso Viejo, CA, with 3 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 741 clients with $2.9B 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 | 0.15% |
Fees are typically between 0.05% and 0.15% of assets under management.
Fee Estimator
Location
120 Vantis Suite 480, Aliso Viejo, CA, 92656
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Flexpath Strategies
State Registrations1 state
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