Don Silk
Don Silk is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Rochester, NH, with 34 years of industry experience. Don 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
133 Brock St, Rochester, NH, 03867
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Other Business ActivitiesSells Insurance
Don sells non-variable insurance products, including life insurance, fixed annuities, and long-term care insurance, dedicating minimal time to this. He is also a registered investment advisor with Northeast Planning Associates, spending minimal time providing financial planning services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Northeast Planning Associates, INC.
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations29 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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