Gina Scafani
Gina Scafani is a registered investment advisor at LPL Enterprise, LLC, based in San Diego, CA, with 2 years of industry experience. Gina 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
4370 La Jolla Village Drive, Suite 310, San Diego, CA, 92122-1250
Get directionsHistory
Regulatory History (1)
Financial
June 2023Other Business Activities
Gina teaches yoga classes and supports new instructors at CorePower Yoga, dedicating about 10-20% of her time. She also provides real estate services through Avenue3 Realty, spending about a quarter of her time on this activity.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations16 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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