Alger Osentoski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Irvine, CA, with 38 years of industry experience. Alger 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
20 Corporate Park Ste 150, Irvine, CA, 92606
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2007Other Business Activities
Alger operates Coast Financial Partners as a DBA for his LPL business, dedicating full-time hours to it. He also owns rental real estate property with Gary Osentoski & Erle Petrie since 2007.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Immg
Securities America, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations28 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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