Richard Espinosa
Richard Espinosa is a registered investment advisor at LPL Financial LLC, based in Miami, FL, 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
4444 SW 71st Avenue, Suite 101-A, Miami, FL, 33155
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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
Richard is doing business as Gulfstream Wealth Partners, LLC, an entity for his LPL business. He also co-owns rental real estate with his spouse, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Alvarium Investment Managers (US), LLC
Alvarium Investment Advisors (US), INC.
State Registrations1 state
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