Lauren Strobel is a registered investment advisor at Retire Sensibly LLC, based in Meridian, ID, with 2 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 146 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Retire Sensibly charges a fee based on the value of the investments they manage for you. The maximum annual fee is 1.50% of the account value, and this fee may be negotiable. Fees are billed quarterly in advance.
Location
135 E. Calderwood Dr., Suite 120, Office #6, Meridian, ID, 83642
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Retire Sensibly LLC
State Registrations1 state
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