Alan Feutz is a CFP-designated registered investment advisor at LPL Financial LLC, based in Deerfield, IL, with 24 years of industry experience. Alan 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
520 Lake Cook Rd., Ste 150, Deerfield, IL, 60015
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2022Customer Dispute
March 2015Other Business Activities
Alan is an employee/contractor for ER Logix, LLC, a transportation solutions company, since 2022. He dedicates minimal time to this role, and it is unrelated to his work at JPMC.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Northern Trust Securities, INC.Broker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations32 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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