Sandra Cohn is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 6 years of industry experience. Sandra 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
San Diego, CA
Get directionsHistory
Regulatory History (1)
Financial
July 2017Other Business Activities
Sandra operates her LPL business through Summit Financial Partners, dedicating full-time hours to it. She also spends about a quarter of her time in tax preparation/accounting/CPA work through COHN TAX COMPANY, INC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
American Funds Distributors, 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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