Blaise Milanek
Blaise Milanek is a registered investment advisor at LPL Financial LLC, based in King of Prussia, PA, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
150 S Warner Rd Ste 300, King of Prussia, PA, 19406-2859
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2002Customer Dispute
January 2000Other Business ActivitiesSells Insurance
Blaise operates several investment-related businesses, including Independence Square Advisors, Independence Square Holdings LLC (a registered investment advisor), Plan Advocate, and Milanek Family Wealth Management, LLC, dedicating full-time hours to these activities. Blaise also works as an agent for non-variable insurance, spending a few hours per week on this.
Employment History
Current Registrations
LPL Financial LLC
Independence Square Holdings, LLC
LPL Financial LLCBroker
Previous Registrations
Independence Square Holdings, LLC
Private Advisor Group, LLC
LPL Financial LLC
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Royal Alliance Associates, 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.