Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable based on relationship size, services offered, and complexity.
Fee Estimator
Contact
Lauren S Klein
Location
21535 Hawthorne Blvd, Suite 400, Torrance, CA, 90503
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
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
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.;