Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
LIA receives referral fees from Creative Planning based on a percentage of the gross revenue CP receives from referred clients. These fees are either one-time or recurring, depending on the service provided by CP. Clients referred to CP are charged CP's standard investment management fee and do not incur any additional charges to cover LIA's compensation.
Advisor Information
Office location
1600 Market Street, Suite 3400, Philadelphia, PA, 19103
Get directionsRegulatory 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
Daniel works for Lockton Companies, LLC, an insurance brokerage firm, dedicating nearly all of his time to providing general insurance brokerage services, including health and group life insurance. This activity is insurance-related.