Alyssa Sanderson is a registered investment advisor at LPL Financial LLC, based in Itasca, IL, with 3 years of industry experience. Alyssa 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.
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
550 E. Devon Avenue, Ste 190, Itasca, IL, 60143-0000
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Regulatory History (1)
Financial
January 2023Other Business Activities
Alyssa operates Embolden Wealth Management as a DBA for LPL Business since 2021. She also works as a notary since 2022; these activities are not investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations28 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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