LM
CFP

Lauren Paige Martin

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
32 advisors
Number of Clients
567 clients
Average Client Portfolio
$8.0M average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

LNW charges an annual fee based on a percentage of assets under management, ranging from 0.30% to 0.90%. Fees may be subject to an annual minimum. Fee arrangements, schedules, and account minimums are negotiable. Employees and their families may receive discounted fees. LNW may provide investment consulting or financial planning services on a limited engagement or special project basis, with fees set forth in an investment advisory agreement.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
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Advisor Information

Office location

Philadelphia, PA

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Lnw
February 2022 - Present · 3 yrs 11 mos
Previous Registrations
Wealthspire Advisors
January 2021 - February 2022 · 1 yr 1 mo
Wealthspire Advisors
November 2017 - December 2020 · 3 yrs 1 mo
Threshold Group, LLC
May 2010 - December 2017 · 7 yrs 7 mos
Convergent Wealth Advisors, LLC
May 2007 - April 2010 · 2 yrs 11 mos
Lydian Wealth Management Company, LLC
November 2006 - May 2007 · 6 mos
State Registrations2 states
PAWA
Advisor
Exams
No exam information available for this advisor.