Natalie Pace is a registered investment advisor at LPL Financial LLC, based in Horsham, PA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
110 Gibraltar Road #227, Horsham, PA, 19044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Natalie is the COO and part owner of Legacy Planning Partners, LLC, an entity established to facilitate securities business, and SVP of Operations for Legacy Planning Partners, a HUB International Company, dedicating full-time hours to these roles. Natalie also works as a yoga instructor at Twisted Monkey Yoga Studio, but this is not investment-related and does not occur during business hours.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations15 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.