Advisor at Castle Rock Financial Planning, Inc.
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Firm
Castle Rock Financial Planning, Inc.
Location
Mendota Heights, MN 55120
Credentials
CFP®, Series 63, Series 66
Industry experience
11 years
Lauri Salverda is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Castle Rock Financial Planning, Inc. She has worked at Clerestory Advisors, Inc. since 2008. Castle Rock Financial Planning provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, and estates, offering comprehensive written financial plans and ongoing portfolio management without imposing minimum account balances or accepting commissions. The firm uses a combination of fundamental, technical, and third-party research to guide investment decisions across a variety of asset types.
Based on Castle Rock Financial Planning, Inc.
Based on Castle Rock Financial Planning, Inc.
Financial plan project fees range from $4,000 to $6,000; quarterly flat fees vary by client circumstances and asset levels
under $1 million - $1 million: flat quarterly fee up to $10,000 $1 million - $2 million: flat quarterly fee $8,000 to $20,000 $3 million - $5 million: flat quarterly fee $15,000 to $35,000 over $5 million+: minimum flat quarterly fee $30,000
Hourly fee ranges from $150 to $300 depending on services and individual providing the service
Minimum fee: Minimum quarterly advisory fee of $1,250 (equivalent to $5,000 annually) Fee-only: Flat quarterly fee based on complexity and investable assets; project fees $4,000 to $6,000 for financial plans; hourly fees $150 to $300
2267 Waters Drive
Mendota Heights, MN 55120
Minnesota
Clerestory Advisors, Inc.
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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