Arinda Lotze is a registered investment advisor at LPL Financial LLC, based in Riverside, CA, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
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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
3850 Vine St, Ste 100A, Riverside, CA, 92507-4268
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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.
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Arinda sold her book of business in Riverside, CA in July 2021 as part of a Financial Advisor Practice Purchase Agreement, requiring minimal time.