Lindsey Feyereisen
Advisor at Laureate Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Laureate Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Glen Ellyn, IL 60137
Credentials
CFP®, Series 65
Industry experience
9 years
Lindsey Feyereisen is a CFP® and holds a Series 65 license, with nine years of industry experience. She has been with Laureate Wealth Management, LLC since 2014. Laureate Wealth Management provides investment advisory, financial planning, estate planning, and family office coordination services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm uses a strategic asset allocation process that includes various investment vehicles and manages both discretionary and non-discretionary accounts, with notable involvement in pooled investment vehicles and affiliated fund activities.
Based on Laureate Wealth Management, LLC
Based on Laureate Wealth Management, LLC
Family Office Services fees typically range from $25,000 to $75,000 annually, negotiated per engagement
$0 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000+: 0.60%
Performance-based fees may be charged by affiliated pooled investment vehicles; negotiated separately
Account minimum: $1,000,000 Minimum fee: Minimum fee implied by $1,000,000 minimum account at 1.00% annual fee equals $10,000 Fee-only: Portfolio management fees based on AUM tiers; Family Office Services charged fixed fees between $25,000 and $75,000 annually
460 N. Main Street, Suite 304
Glen Ellyn, IL 60137
Illinois
Laureate Wealth Management, LLC
2014 - Present (12 years)
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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