Kari Arrasmith is a CFP-designated registered investment advisor at LPL Financial LLC, based in Coopersville, MI, with 13 years of industry experience. Kari 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
670 W. Randall St, Coopersville, MI, 49404
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 Activities
Kari is a notary in Coopersville, MI, spending minimal time per month on this. Kari also operates under the DBA "Towne & Country Investment Services" for her LPL business and is associated with Towne & Country II, LLC for tax/investment purposes, dedicating a few hours per week to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations4 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
More Advisors
- Kimberly Obetts, CFPLPL Financial LLC