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Melanie Andrus

LPL Financial LLC
4 Years of Experience
Twin Falls, ID
2 DisclosuresBroker
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Melanie Andrus is a registered investment advisor at LPL Financial LLC, based in Twin Falls, ID, with 4 years of industry experience. Melanie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1146 Eastland Dr N, Twin Falls, ID, 83301-8941

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 1994
Final Disposition
Criminal
September 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Melanie operates her LPL business through WRI Investments and works as a notary. She also owns rental real estate and works as a property manager, dedicating minimal time to each of these activities.

Employment History
Current Registrations
LPL Financial LLC
December 2022 - Present · 3 yrs 10 mos
LPL Financial LLCBroker
September 2022 - Present · 4 yrs 1 mo
State Registrations4 states
FLIDPRUT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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