Christopher Ferrara is a registered investment advisor at LPL Enterprise, LLC, based in Jacksonville, FL, with 22 years of industry experience. Christopher 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
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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
701 San Marco Blvd, Suite 7100, Jacksonville, FL, 32207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
T. Rowe Price Associates, INC.
T. Rowe Price Investment Services, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Nylife Distributors LLCBroker
Seligman Advisors, INC.Broker
State Registrations3 states
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