Carolina Tanjutco
Carolina Tanjutco is a registered investment advisor at LPL Enterprise, LLC, based in New York, NY, with 12 years of industry experience. Carolina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
1270 Avenue of the Americas, Ste 1000, New York, NY, 10020
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2021Other Business Activities
Carolina is an author for Inquirer.net/NY Press Club, a notary, and a non-profit board member for Friends of the Word and Eagle Eye Charities Inc. These activities take minimal time and are not investment-related.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations5 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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