Valerie Saucedo
Valerie Saucedo is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in San Diego, CA, with 7 years of industry experience. Valerie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
10509 San Diego Mission Rd, Ste P, San Diego, CA, 92108
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Regulatory History (1)
Financial
October 2017Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Harbour Investments, INC.Broker
Harbour Investments, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
Kms Financial Services, INC
Kms Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations14 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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