Ajit Gandhi
Ajit Gandhi is a registered investment advisor at LPL Enterprise, LLC, based in Downers Grove, IL, with 43 years of industry experience. Ajit 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
1901 Butterfield Road, Suite 250, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2012Customer Dispute
December 2011Other Business ActivitiesSells Insurance
Ajit is involved in non-variable insurance sales, specifically Medicare Supplement Insurance and proprietary/non-proprietary fixed insurance products. These activities take minimal time each month.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Mony Securities CorporationBroker
State Registrations12 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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