Lauren Strobel
Advisor at Retire Sensibly 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 Retire Sensibly 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
Meridian, ID 83642
Credentials
Series 65
Industry experience
2 years
Lauren Strobel is a financial advisor at Retire Sensibly LLC with a Series 65 designation and two years of industry experience. Prior to joining Retire Sensibly, she worked in engineering and consulting roles at Horrocks Engineers, Shannon & Wilson Inc., and Landau Associates Inc. Retire Sensibly provides investment management and financial planning services to individuals, families, retirees, trusts, high-net-worth clients, and employer plan sponsors. The firm primarily uses a passive investment approach based on Modern Portfolio Theory and offers educational seminars and speaking engagements on financial topics.
Based on Retire Sensibly LLC
Based on Retire Sensibly LLC
Financial Planning upfront flat fee up to $500.
Financial Planning ongoing monthly fees up to $1,500, negotiable.
Account minimum: $250,000 Fee-only: Investment Management fees up to 1.50% annually, negotiable; Financial Planning fees up to $500 upfront plus ongoing monthly fees up to $1,500, negotiable; Employee Benefit Plan services up to 1.00% annually, negotiable; Educational Seminars fees negotiable, typically $0 to $10,000 per seminar or $0 to $1,000 per participant.
135 E. Calderwood Dr., Suite 120, Office #6
Meridian, ID 83642
Idaho
Retire Sensibly LLC
2023 - Present (3 years)
Horrocks Engineers
2018 - 2023 (5 years)
Shannon & Wilson Inc.
2017 - 2018 (1 year)
Landau Associates Inc
2014 - 2017 (3 years)
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