Lauren Fischer is a CFP-designated registered investment advisor at Financial Gravity Family Office Services, LLC, based in Austin, TX, with 3 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,724 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Gravity Family Office Services may direct clients to Financial Gravity Asset Management, Inc. or other sub-advisors. The total annual fee for these services will not exceed 2.00% of the assets managed. This fee includes both the sub-advisor's fee and Financial Gravity's fee. The fees are negotiable within the indicated limits. Fees are charged monthly, in arrears, and debited from the client's account with written authorization.
Location
11651 Jollyville Road, Suite 300, Austin, TX, 78759
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Gravity Family Office Services, LLC
Grace Capital Management, LLC
State Registrations1 state
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