LS
LS

Lauren E Squeglia

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
506 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$819.2M

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$12,500
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Location

Bedford, NH

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History

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
Mclean Asset Management CORP.
February 2021 - Present · 5 yrs
Previous Registrations
LPL Financial LLC
February 2008 - March 2020 · 12 yrs 1 mo
LPL Financial LLCBroker
January 2008 - March 2020 · 12 yrs 2 mos
Fidelity Brokerage Services LLCBroker
March 2007 - November 2007 · 8 mos
Fidelity Investments Institutional Services Company, INC.Broker
April 2006 - December 2006 · 8 mos
State Registrations1 state
NH
Advisor
Exams
No exam information available for this advisor.
Lauren E Squeglia - Financial Advisor | TrueAdvisor