Daryl Ditroia
Daryl Ditroia is a ChFC-designated registered investment advisor at LPL Enterprise, LLC, based in Egg Harbor Township, NJ, with 30 years of industry experience. Daryl 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
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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
2900 Fire Road, Suite 103, Egg Harbor Township, NJ, 08234
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Regulatory History (1)
Criminal
September 1993Other Business Activities
Daryl is involved with Bozzi DiTroia Nygen Financial Group LLC for tax/investment purposes, spending minimal time managing office bills. He is also a board member of Upper Township Challenger Sports LLC, a non-profit supporting individuals with special needs, dedicating a few hours per week.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations6 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.