Sarah Lauber is a CFP-designated registered investment advisor at Lottsa Financial Services, INC., based in Minneapolis, MN, with 4 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 117 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lottsa Financial Services (LFS) charges a quarterly fee for managing your investments, based on the value of your accounts. The fee is calculated in advance each quarter. The annual fee is:
- $2,500 if your portfolio is $250,000 or less
- 1.00% on assets between $250,001 and $1,000,000
- 0.80% on assets between $1,250,001 and $3,000,000
- 0.70% on assets between $3,428,572 and $5,000,000
- 0.65% on assets between $5,384,616 and $10,000,000
These fees do not include the costs charged by the mutual funds or exchange traded funds you invest in.
Location
400 19th Ave. So., Minneapolis, MN, 55454
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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 Activities
Sarah is employed by Lottsa Tax and Accounting Services, Inc. as a tax preparer, dedicating about half of her time to preparing tax returns, running payroll, and other related activities. Scott Beers is a majority shareholder in both Lottsa Tax & Accounting Services and Lottsa Financial Services.
Employment History
Current Registrations
Lottsa Financial Services, INC.
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.