Lauren Marchese is a CFP-designated registered investment advisor at LPL Financial LLC, based in West Chester, PA, with 10 years of industry experience. Lauren 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
228 W Gay Street, West Chester, PA, 19380
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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 Activities
Lauren works full-time as a Wealth Management Associate for Legacy Planning Partners, a HUB International Company, since November 2024. This activity is investment-related and conducted at a branch location.
Employment History
Current Registrations
LPL Financial LLC
Global Retirement Partners LLC
LPL Financial LLCBroker
HUB International Investment Services INC.Broker
HUB International Investment Services INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Securian Financial Services, INC.Broker
State Registrations5 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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