Jennifer Root is a registered investment advisor at LPL Financial LLC, based in Traverse City, MI, with 24 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
1925 Coral Lane, Traverse City, MI, 49686
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer operates under the DBA Advanced Financial Group, Inc. for her LPL business. She also owns 7.5% of an office building rented by her LPL branch and is a notary public, dedicating minimal time to both activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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