Edward Kelley
Edward Kelley is a registered investment advisor at LPL Enterprise, LLC, based in Friedens, PA, with 24 years of industry experience. Edward 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
Friedens, PA
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2011Customer Dispute
February 2011Customer Dispute
December 2008Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Edward sells Medicare insurance through Neishloss & Fleming, LLC since October 2023. This investment-related activity requires minimal time.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
PNC InvestmentsBroker
PNC Investments
Natcity Investments, INC.
Natcity Investments, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Mcdonald Investments INC.Broker
MML Investors Services, INC.Broker
State Registrations9 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.