Crystal Beineke
Crystal Beineke is a CFP-designated registered investment advisor at LPL Financial LLC, based in Edmonds, WA, with 12 years of industry experience. Crystal 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
144 Railroad Ave Ste 301, Edmonds, WA, 98020
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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 ActivitiesSells Insurance
Crystal operates Olympic Investment Group as a DBA for LPL business and provides administrative support to Financial Advocates Investment Management. She also owns Crystal M Beineke LLC, selling non-variable insurance, and dedicates minimal time to Crump Life Insurance and notary services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
Householder Group Estate & Retirement Specialists
State Registrations35 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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