Lauren Mendel is a CFP-designated registered investment advisor at Illuminate Wealth Management, based in Yorktown, VA. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 77 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Minimum total annual fee of $10,000 for standalone investment management. Fees are negotiable.
Fee Estimator
Location
Yorktown, VA
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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
Illuminate Wealth Management
State Registrations1 state
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Exams
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