Evan Yeakel
Evan Yeakel is a registered investment advisor at LPL Enterprise, LLC, based in Cedar Park, TX, with 31 years of industry experience. Evan 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
Cedar Park, TX
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Regulatory History (1)
Customer Dispute
July 1999Other Business Activities
Evan works as a notary in Cedar Park, TX, starting in June 2024. This activity requires minimal time and is investment-related.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Charles Schwab & CO., INC.Broker
Cybertrader, INC.Broker
Fidelity Brokerage Services, INC.Broker
Olde Discount CorporationBroker
Desert Mountain Securities, INC.Broker
State Registrations51 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.