Sharon Brimmer
Sharon Brimmer is a registered investment advisor at LPL Enterprise, LLC, based in Naples, FL, with 35 years of industry experience. Sharon 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
Firm Size
Number of Clients
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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
1575 Pine Ridge Road, Unit 8, Naples, FL, 34109
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Regulatory History (1)
Customer Dispute
July 2003Other Business ActivitiesSells Insurance
Sharon is the business owner of Brimmer's Custom Decor, Inc, a commercial Christmas decorating company, since 1994, dedicating about a quarter of her time. She also works at Sharon Brimmer Agency Inc, a property and casualty insurance agency, since 2015, dedicating about a quarter of her time.
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 Registrations19 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.