Donald Mathews is a registered investment advisor at LPL Enterprise, LLC, based in Olathe, KS, with 25 years of industry experience. Donald 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
Assets Under Management
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
Olathe, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald has outside W-2 employment at Bass Pro Shops in Olathe, KS since October 2024. This takes about half of his time.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
American Century Investments Private Client Group, INC.
American Century Brokerage, INC.Broker
American Century Investment Services INC.Broker
State Registrations2 states
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