Daniel Aldrich
Daniel Aldrich is a registered investment advisor at LPL Financial LLC, based in Burbank, CA, with 29 years of industry experience. Daniel 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
912 N Hollywood Way Ste D, Burbank, CA, 91505-2815
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 1998Regulatory
December 1997Customer Dispute
October 1997Other Business ActivitiesSells Insurance
Daniel created an arm sling for people with paralyzed arms to participate in sports, dedicating minimal time. He also operates under the DBA Aldrich Wealth Management Group, selling non-variable insurance and managing his LPL business, which takes nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Estate Management Group, INC.
Long Securities Corporation IIBroker
Long Securities CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations13 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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