Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $0 to $10,000 or up to $500 per hour, depending on the complexity and scope of the engagement. The IAR determines the fee based on factors like assets involved and complexity of services. For TAMP programs, LPLE and the TAMP sponsor each charge an advisory fee, with LPLE's fee typically up to 2%. Clients in the MWP program are charged an annualized account fee which is comprised of an advisory fee and a manager fee. The maximum advisory fee is 2.35% and is negotiable. The manager fee ranges from 0% to 0.60%.
Areas of Practice
Advisor Information
Office location
303 International Cir, Ste 105, Cockeysville, MD, 21030
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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
Adam is involved in several business activities, including real estate rentals, owning a fitness business, tax preparation/accounting, and operating his LPL business under Prudential Advisors. He also works with a non-variable insurance agency, dedicating full-time hours to both the accounting and insurance roles.