Mihei Egoroff is a registered investment advisor at LPL Financial LLC, based in Salem, OR, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3000 Market St NE Suite 353, Salem, OR, 97301
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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.
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Mihei operates under the DBAs Grace Investors and Hope Wealth Planning for their LPL business. Mihei also provides investment advisory services through Cross Financial Advisors, LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLC
Cross Financial Advisors
LPL Financial LLCBroker
State Registrations4 states
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