Sylvia Juric is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lisle, IL, with 41 years of industry experience. Sylvia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2443 Warrenville Rd, Ste 115, Lisle, IL, 60532
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Regulatory History (1)
Customer Dispute
August 2004Other Business Activities
Sylvia operates Wealth Advisory Growth Strategies as a DBA for her LPL business. This activity is investment-related and consumes nearly all of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
Nike Securities L.P.Broker
Clayton Brown & Associates, INC.Broker
State Registrations15 states
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
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