Lisa Hergenroeder
Lisa Hergenroeder is a CFP, ChFC-designated registered investment advisor at Hergenroeder Financial Advisors, INC., based in Timonium, MD, with 29 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 421 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $750K | 1.40% |
| $750K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for accounts over $5,000,000 are negotiable. The firm does not generally require an annual minimum fee or asset level.
Fee Estimator
Location
1954 Greenspring Drive, Suite 230, Timonium, MD, 21093
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Lisa sells long-term care and term life insurance since 2003. She also works for Hergenroeder Financial Advisors, dedicating nearly full-time hours to financial planning, asset management, and insurance-related activities.
Employment History
Current Registrations
Hergenroeder Financial Advisors, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Birchtree Financial Services, INC.Broker
Rsm Mcgladrey, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 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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