CFP

Melinda Lenzi

20 Years of Experience

Rochester, NY

BrokerSells Insurance

Melinda Lenzi is a CFP-designated registered investment advisor at LPL Financial LLC, based in Rochester, NY, with 20 years of industry experience. Melinda 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.

LPL Financial LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

28221 advisors

Number of Clients

1,986,990 clients

Average Client Portfolio

$412K average

Assets Under Management

$819.1B

Fee Structure

Minimum Investment:$1K

Investment management only (planning not offered)

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

1881 Monroe Avenue, Rochester, NY, 14618

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Melinda operates ESL Investment Services, LLC as a DBA for her LPL business, dedicating full-time hours to it. She also sells non-variable insurance products like life, disability, and long-term care insurance, spending about 10-20% of her time on this activity.