Andrew Alepra
Andrew Alepra is a registered investment advisor at LPL Financial LLC, based in Shelbyville, IL, with 30 years of industry experience. Andrew 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
131 S Morgan St, Shelbyville, IL, 62565
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2018Customer Dispute
January 2005Employment Separation After Allegations
September 2004Customer Dispute
January 2002Other Business Activities
Andrew operates under the DBA Alepra Investment Group since 2004 and Alepra Investment Corporation for accounting purposes. He is also the Vice President of Lithia Resort/Wolf Creek, a real estate rental business run by his wife, and operates under the DBA Shelby County State Bank Investment Center for his LPL business, dedicating full-time hours to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations24 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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