John Ehardt
John Ehardt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Traverse City, MI, with 35 years of industry experience. John 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
1925 Coral Lane, Traverse City, MI, 49686
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2011Other Business ActivitiesSells Insurance
John sells non-variable insurance products and owns rental real estate. He also operates his LPL business through Advanced Financial Group, Inc., and has a marketing agreement with Penn Mutual for IUL policies.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations41 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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