Olga Espiritu
Olga Espiritu is a CFP-designated registered investment advisor at LPL Financial LLC, based in Weston, FL, with 19 years of industry experience. Olga 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
1825 Main Street Suite 14, Weston, FL, 33326
Get directionsHistory
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
Olga operates Tree of Life Wealth Advisory Group and Women's Financial Planning Boutique as DBAs for her LPL business, and Crowned Realty LLC for tax/investment purposes. She also sells non-variable insurance through Good Life IA and Alpha Solutions Management, owns rental real estate, and is an author; the insurance sales and authoring each take a few hours per week, while the Women's Financial Planning Boutique takes about half of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations12 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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