Lacey Thompson-Krul
Lacey Thompson-Krul is a registered investment advisor at Foundations Investment Advisors LLC, based in Stuart, FL, with 2 years of industry experience. Lacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B 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% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.
Fee Estimator
Location
56 Sw. Albany Ave, Stuart, FL, 34994
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Regulatory History (1)
Judgment / Lien
September 2024Other Business ActivitiesSells Insurance
Lacey is the president and founder of Surefire Financial, where she oversees insurance agents and provides insurance advising, dedicating nearly full-time hours to this role. She also works at e3 Wealth as a registered sales assistant in the insurance business and is an independent contractor as an investment advisor representative for Transce3nd, LLC, spending about 10-20% of her time on this.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Transce3nd LLC
Madison Avenue Securities, 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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