Walter Meyers
Walter Meyers is a registered investment advisor at LPL Enterprise, LLC, based in Downers Grove, IL, with 25 years of industry experience. Walter 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
1901 Butterfield Road, Suite 250, Downers Grove, IL, 60515
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Regulatory History (1)
Customer Dispute
November 2023Other Business Activities
Walter operates as a Wealth Advisor under Northpoint Financial Group, dedicating full-time hours to assisting clients in managing their risks and assets. He also serves as the President of the River Bend HOA, spending minimal time on duties such as running meetings and signing contracts.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations6 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.