Elizabeth Liechty
Elizabeth Liechty is a registered investment advisor at LPL Financial LLC, based in Ojo Caliente, NM, with 27 years of industry experience. Elizabeth 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
Ojo Caliente, NM
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2024Other Business Activities
Elizabeth is involved in several business entities, including RE-Imagine C2 LLC, E Liecthy LLC, C2 Realty LLC, and WFL, LLC, primarily for tax/investment purposes. She also owns real estate rental property through 1000 Bestgate LLC and is an author under the name The Blue Elephant, and operates her LPL business under Charter Financial Group, dedicating nearly full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
State Registrations36 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.