Dahmen Lariviere is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in Hopkinton, MA, with 24 years of industry experience. Dahmen 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
Hopkinton, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Pruco Securities, LLC.Broker
Global Atlantic Distributors, LLCBroker
Epoch Securities, INC.Broker
Tower Square Securities, INC.Broker
Walnut Street Securities, INC.Broker
Metlife Investors Distribution CompanyBroker
New England SecuritiesBroker
New England Securities Corporation
Tower Square Securities, INC.
Walnut Street Securities, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
MML Investors Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations53 states
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