Alicia Schonberger
Alicia Schonberger is a CFP-designated registered investment advisor at LPL Financial LLC, based in Troy, MI, with 23 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
200 E Big Beaver Rd, Troy, MI, 48083
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Regulatory History (1)
Employment Separation After Allegations
September 2017Other Business Activities
Alicia is involved with several business entities: Lylac Divorce Solutions LLC (taking about half of her time), Lylac Wealth LLC (for tax/investment purposes), and Upstream Investment Partners (full-time). She also does divorce financial planning through Lylac Divorce Solutions, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
H&r Block Financial Advisors, INC.
Rsm Mcgladrey, INC.
H&r Block Financial Advisors, INC.Broker
State Registrations2 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.