Ashley Lavoie is a CFP-designated registered investment advisor at LPL Financial LLC, based in Newport News, VA, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
701 Town Center Dr., Ste 104, Newport News, VA, 23606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ashley operates Point Comfort Wealth Management as a DBA for her LPL business, dedicating full-time hours to it. She also owns rental real estate, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations34 states
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