Neil Bitzer
Neil Bitzer is a registered investment advisor at LPL Financial LLC, based in Clarkston, MI, with 34 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
8031 Ortonville Rd Ste 120, Clarkston, MI, 48348
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2022Other Business ActivitiesSells Insurance
Neil operates under Encompass Financial Partners and Professional Affiliation Program LLC, both DBAs for his LPL business. He also engages in non-variable insurance activities and has a business entity for tax/investment purposes; the insurance activity started in 1995.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
North American Financial Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 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.