Amy Bennage
Amy Bennage is a registered investment advisor at LPL Enterprise, LLC, based in Rochester, NY, with 27 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
95 Canal Landing Blvd, Suite 7, Rochester, NY, 14626
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2011Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
State Registrations8 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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