Lauren Klein is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Torrance, CA, with 22 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 14,834 clients with $36B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EP Wealth Advisors offers investment management services for a fee based on a percentage of the value of your portfolio. The fee is billed either quarterly in advance or quarterly in arrears. The fees for non-discretionary accounts are higher than those for discretionary accounts. Fees are negotiable based on factors like the size and complexity of the relationship. The firm may combine account values of family members to determine the applicable advisory fee. You can terminate the agreement with written notice and receive a pro-rata refund of unearned fees.
Contact
Lauren Klein
Location
21535 Hawthorne Blvd, Suite 400, Torrance, CA, 90503
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Regulatory History
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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Lauren is involved in tax preparation through an S Corp, dedicating a few hours per week to this investment-related activity.
Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Klein Financial Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Lauren holds designations as a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner and a Certified Divorce Financial Analyst® (CDFA®). Lauren is a NAPFA-Registered Financial Advisor and member of the Financial Planning Association (FPA), as well as a member of the Nazrudin Project – a group of financial planners who focus on the emotional and psychological issues related to money. Committed to contributing to the Orange County community, she has served on several non-profit boards, including FPA-OC, Jewish Federation and Family Services of Orange County, and the Heritage Pointe memory care and assisted living community. She currently serves on the Advisory Board at the Jewish Community Foundation of Orange County and the American Jewish Committee.;