Clinton Dosio is a CFP-designated registered investment advisor at LPL Financial LLC, based in St. Augustine, FL, with 15 years of industry experience. Clinton 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
205 Seven Doors Ln, St. Augustine, FL, 32095
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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 Activities
Clinton owns Renaissance of Jiu Jitsu LLC, a for-profit Jiu Jitsu academy, and dedicates about 10-20% of his time to it. He also works as a worship leader at Crosswater Community Church and as a public adjuster for Beaches Public Adjusters and Clint Dosio Public Adjusting LLC, spending a few hours per week on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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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