Connell Tarr
Connell Tarr is a ChFC-designated registered investment advisor at LPL Enterprise, LLC, based in Wakefield, MA, with 52 years of industry experience. Connell 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
500 Edgewater Drive, Suite 595, Wakefield, MA, 01880
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Regulatory History (1)
Customer Dispute
August 2011Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
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Pruco Securities, LLC.Broker
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MML Investors Services, INC.Broker
Princor Financial Services Corporation
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New England Securities CorporationBroker
Phoenix Equity Planning CorporationBroker
State Registrations12 states
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