Lauren Breitfeller is a registered investment advisor at The Breit Group, based in Wrightsville Beach, NC. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 57 clients with $100M 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 | 1.20% |
Fees are negotiable.
Fee Estimator
Location
96 W Salisbury St, Floor #3, Wrightsville Beach, NC, 28480
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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
Lauren works as a PRN dispensing pharmacist for a closed-door pharmacy and provides PRN pharmacy consults. She dedicates minimal time to these positions to maintain her pharmacist license.
Employment History
Current Registrations
The Breit Group
State Registrations3 states
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