Neil Kitchie
Neil Kitchie is a registered investment advisor at LPL Financial LLC, based in Chicago, IL, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
420 West Grand Ave, Suite 1B, Chicago, IL, 60654-5709
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Regulatory 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
Neil operates his LPL business under the DBAs Goodworth Kitchie & Associates, LLC and Greenwood Wealth Management LLC. He also provides TPA consulting services to retirement plan clients through Retirement Solutions Advisers, LLC, dedicating about 10-20% of his time. Neil also sells universal life insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Responsible Investment Group, LLC
Chase Manhattan Investment Services, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations29 states
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