Brian Mckevitt
Brian Mckevitt is a registered investment advisor at LPL Enterprise, LLC, based in Bedminster, NJ, with 29 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
135 Us Highway 202/206, Suite 3, Bedminster, NJ, 07921
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2004Customer Dispute
July 2000Other Business ActivitiesSells Insurance
Brian sells Medicare supplement insurance and prescription drug plans, dedicating about 10-20% of his time. He also works for Insure Call, Inc. and ACC Agency, Inc. offering Medicare health insurance products and submitting insurance policies, respectively, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Aegis Capital CORP.
Aegis Capital CORP.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations5 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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