Jerome Fiordimondo
Jerome Fiordimondo is a registered investment advisor at LPL Enterprise, LLC, based in Warrington, PA, with 44 years of industry experience. Jerome 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
2700 Kelly Road, Suite 100D, Warrington, PA, 18976
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2005Other Business ActivitiesSells Insurance
Jerome operates under the DBA Fiordimondo Insurance and Financial Services since 2010. This takes nearly a full-time commitment, split between trading and non-trading activities.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
The Prudential Insurance Company of AmericaBroker
State Registrations9 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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