Sonja Koppenwallner
Sonja Koppenwallner is a CFP-designated registered investment advisor at Lwm Advisory Services, LLC, based in Plantation, FL, with 20 years of industry experience. Sonja operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,111 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LWM Advisory Services manages client portfolios for a fee, which is a percentage of the value of your portfolio. This fee is negotiated and can vary depending on the size and complexity of your account. The annual fee will not exceed 2.00%. Fees are charged quarterly in advance. There is a minimum investment of $100,000, but the firm may accept smaller accounts.
Location
1250 S. Pine Island Road, Suite 350, Plantation, FL, 33324
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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 →Other Business ActivitiesSells Insurance
Sonja operates Legacy Wealth Management as a DBA for her LPL business and also sells non-variable insurance products including life, health, disability, LTC, and fixed annuities, dedicating about 10-20% of her time to insurance. She is also involved with LWM Advisory Services LLC as a registered investment advisor hybrid and has other business activities including a business entity for tax/investment purposes, notary public services, real estate rental in Germany, and participation in a Coronavirus study.
Employment History
Current Registrations
Lwm Advisory Services, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations22 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.