Xavier Marquezdelaplata
Xavier Marquezdelaplata is a registered investment advisor at LPL Financial LLC, based in Colleyville, TX, with 30 years of industry experience. Xavier 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
Colleyville, TX
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2007Customer Dispute
April 2005Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Xavier is a partner at Silver Wealth Management, dedicating about a quarter of his time to selling fixed insurance products, including auto, health, life, dental, and long-term care. He also spends minimal time as a partner in a business that buys and refurbishes homes for resale.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
State Registrations3 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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