Renee Springstead is a registered investment advisor at LPL Financial LLC, based in The Villages, FL, with 9 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
910 Old Camp Rd Ste 90, The Villages, FL, 32162
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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.
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Renee operates Fross and Fross Wealth Management as a DBA for her LPL business, dedicating about a quarter of her time, with slightly less time spent during securities trading. She also engages in real estate rental activities through Renee Springstead TTEE or Village Vista Rentals, spending minimal time on this endeavor.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sii Investments, INC.Broker
State Registrations32 states
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