Arlen Menicucci
Arlen Menicucci is a registered investment advisor at LPL Financial LLC, based in Walnut Creek, CA, with 14 years of industry experience. Arlen 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
1530 N. California Blvd, Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2024Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Investments, INC.Broker
Unionbanc Investment Services, LLCBroker
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
More Advisors
- Robert Moranville, CFPLPL Financial LLC
- Joshua Schefers, CFPLPL Financial LLC
- Mark Werner, CFALPL Financial LLC
- William PollakLPL Financial LLC
- Steven Ravlin, CFPLPL Financial LLC
- Brandy Ebron, ChFCLPL Financial LLC