Sonya Troullier
Sonya Troullier is a registered investment advisor at LPL Enterprise, LLC, based in Houston, TX, with 25 years of industry experience. Sonya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
13101 NW Freeway, Ste. 115, Houston, TX, 77040
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Regulatory History (1)
Customer Dispute
March 2010Other Business Activities
Sonya operates under the DBA Comprehensive Financial Design Group for her LPL business, providing financial planning services. She spends about a quarter of her time on this, with a portion of that time during trading hours.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Wealth Development Strategies Investment Advisory, INC.
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
Wealth Development Strategies Investment Advisory, INC.
Wealth Development Strategies Investment Advisory, INC.
1717 Capital Management Company
1717 Capital Management CompanyBroker
State Registrations22 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.