Renee Kremm is a ChFC-designated registered investment advisor at LPL Enterprise, LLC, based in Valparaiso, IN, with 25 years of industry experience. Renee 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.
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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
1805 E. Lincolnway, Suite 6, Valparaiso, IN, 46383
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Eagle Strategies LLC
Nylife Securities LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Morgan Stanley Dw INC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations15 states
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