Laurie Sepanski is a registered investment advisor at Lts Financial Group, based in Ft. Worth, TX, with 11 years of industry experience. Laurie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Investment Management, Retirement Planning. Their firm serves 80 clients with $16M 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 | 1.00% |
Fees are charged monthly in arrears based on the value of the portfolio at the end of the billing period.
Fee Estimator
Location
6300 Ridglea Place, Suite 1115, Ft. Worth, TX, 76116
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Lts Financial Group
Previous Registrations
Rhodes Securities, INC.Broker
State Registrations2 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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