Sarah Darling
Sarah Darling is a registered investment advisor at LPL Financial LLC, based in Ephrata, PA, with 7 years of industry experience. Sarah 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
360 N Reading Road, Ephrata, PA, 17522
Get directionsHistory
Regulatory History (1)
Financial
August 2019Other Business ActivitiesSells Insurance
Sarah operates Aevidum Financial Services as a DBA for her LPL business, dedicating nearly full-time hours to it. She also engages in non-variable insurance activities, spending minimal time on them.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, 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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