MA
MA

Melanie Andrus

3 Years of Experience
Twin Falls, ID
2 DisclosuresBroker

Melanie Andrus is a registered investment advisor at LPL Financial LLC, based in Twin Falls, ID, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

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

Get directions

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
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 5 mos
LPL Financial LLCBroker
September 2022 - Present · 3 yrs 8 mos
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.