Laurie Tinnell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Evergreen, CO, with 10 years of industry experience. Laurie operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
Evergreen, CO
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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
Laurie is a general partner of Happy T Family Limited Partnership, managing its stock portfolio a few hours per week since 2011 and rental property a minimal amount of time per month since 2012. She also manages the stock portfolio for the Jack P Lynn Estate as a trustee for a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
Moseley Investment Management, INC.
State Registrations3 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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