Albert Engle is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ada, MI, with 32 years of industry experience. Albert 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
979 Spaulding Ave SE Ste A, Ada, MI, 49301-3705
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Albert spends about a quarter of his time on non-variable insurance sales, specifically life and health insurance, since 2006. He also has several LLCs for real estate rental, business purposes, and his LPL business, and owns an ice cream and food retail business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
State Registrations34 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
More Advisors
- James Yost, ChFCLPL Financial LLC
- David Grooters, ChFCLPL Financial LLC
- Deborah Verker, CFPLPL Financial LLC
- Ryan Smith, ChFCLPL Financial LLC
- David MuilenbergLPL Financial LLC
- Dana Edwards, CFPUpbeat Financial