Natasha Wilbur
Natasha Wilbur is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Syracuse, NY, with 23 years of industry experience. Natasha 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
250 S. Clinton St. 4th Floor, Syracuse, NY, 13202
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2008Other Business Activities
Natasha operates as Wilmington Advisors @ M&T, a DBA for her LPL business, from her reported business location. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
M&t Securities, INC.
M&t Securities, INC.Broker
Pruco Securities, LLC.Broker
State Registrations23 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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