Hillaree Bosch is a CFP-designated registered investment advisor at LPL Financial LLC, based in Madison, WI, 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
Madison, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hillaree operates her LPL business under the DBA Benefit Planning, Inc., dedicating nearly full-time hours to it. She also conducts seminars through Benefit Planning, Inc., spending about 10-20% of her time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Money Concepts Capital CORPBroker
Money Concepts Advisory Service
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations6 states
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