Linda Stapf is a registered investment advisor at Lexaurum Advisors, based in Sykesville, MD, with 30 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,230 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Location
12990 Livestock Road, Sykesville, MD, 21784
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Linda is involved in several outside business activities. She owns Livestock Properties LLC (rental real estate), is an independent contractor for Benefit Mall (health insurance referrals), and has done fixed insurance sales. Additionally, Linda owns Linda L Stapf CPA, PA, a tax and accounting practice, dedicating about a quarter of her time to it, including a few hours per week during trading hours.
Employment History
Current Registrations
Lexaurum Advisors
Previous Registrations
The Prosperity Consulting Group, LLC
Triad Advisors LLCBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
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.