Susan Witte is a registered investment advisor at LPL Enterprise, LLC, based in Marlton, NJ, with 33 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
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Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
10000 Lincoln Dr. E., Suite 201, Marlton, NJ, 08053
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan works as a financial advisor for Garden State Financial Agency, focusing on the solicitation and sales of Prudential and Prudential-sponsored products, dedicating about a quarter of her time. She also volunteers at Congregation Kol Ami and Temple Emanuel, holding various positions related to fundraising and event planning, spending about 10-20% of her time on each.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
The Leaders Group, INC.Broker
Lincoln Financial Advisors CorporationBroker
Hartford Funds Distributors, LLCBroker
Pfm Fund Distributors, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Bny Investment Center INC.Broker
Dreyfus Service Corporation
Dreyfus Service CorporationBroker
The Dreyfus Service CorporationBroker
State Registrations17 states
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