Gregory Kopan
Gregory Kopan is a registered investment advisor at LPL Financial LLC, based in Ottawa Hills, OH, with 41 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Ottawa Hills, OH
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2007Other Business Activities
Gregory operates under multiple DBAs for his LPL business, including Momentum Wealth Partners, Beacon Financial, and Rockport Advisors, dedicating full-time hours to these investment-related activities. He also has a business entity for tax/investment purposes and owns rental real estate, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Vestax Securities Corporation
Vestax Securities CorporationBroker
New England SecuritiesBroker
State Registrations21 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.