Alona Anspach is a CFP-designated registered investment advisor at LPL Financial LLC, based in Northbrook, IL, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
500 Skokie Blvd Suite 285, Northbrook, IL, 60062
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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 ActivitiesSells Insurance
Alona is a trustee for the Jewish Women's Foundation and an IAR with IHT Wealth Management, spending about a quarter of her time providing investment advisory services. She is also an insurance agent with Mass Mutual, BC/BS, and Guardian, selling whole life and long-term care insurance.
Employment History
Current Registrations
LPL Financial LLC
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Sheridan Road
Independent Financial Partners
AXA Advisors, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLC
Walnut Street Securities, INC.Broker
Alona W. Sussman & Associates
Princor Financial Services CorporationBroker
Chubb Securities CorporationBroker
State Registrations14 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.