Stacie Schenden
Stacie Schenden is a registered investment advisor at LPL Enterprise, LLC, based in Grand Rapids, MI, with 2 years of industry experience. Stacie 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
3033 Orchard Vista Drive, Suite 102, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History (1)
Criminal
December 2001Other Business ActivitiesSells Insurance
Stacie is an insurance agent for PLP Services, LLC d/b/a Retirement Lifestyle Advocates, selling wholesale fixed life and annuity products since July 2024. This activity takes about half of her time.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Personal Legacy Planners
State Registrations1 state
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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