Jamilah Brown
Jamilah Brown is a registered investment advisor at LPL Enterprise, LLC, based in Farmington Hills, MI, with 31 years of industry experience. Jamilah 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
Average Client Portfolio
Assets Under Management
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
23332 Orchard Lake Rd, Suite A, Farmington Hills, MI, 48336
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Regulatory History (7)
Financial
August 2019Financial
July 2019Financial
July 2019Financial
June 2019Financial
June 2019Financial
March 2019Financial
March 2019Other Business ActivitiesSells Insurance
Jamilah is an independent insurance agent for various companies and a landlord collecting rent since 2010. She also owns Oracle PPTY MGT LLC, a real estate company, since 2022, dedicating minimal time to it.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Retirement Plan Advisors, LLC
Cambridge Investment Research, INC.Broker
Nationwide Investment Advisors, LLC
Nationwide Investment Services Corporation
Nationwide Investment Services CorporationBroker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations4 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.