Alicia Schonberger is a CFP-designated registered investment advisor at LPL Financial LLC, based in Troy, MI, with 23 years of industry experience. Alicia operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
200 E Big Beaver Rd, Troy, MI, 48083
Get directionsHistory
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.
Exams
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