Brenda Labar
Brenda Labar is a registered investment advisor at LPL Enterprise, LLC, based in Calimesa, CA, with 23 years of industry experience. Brenda 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
Calimesa, CA
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2020Customer Dispute
January 2009Customer Dispute
November 2008Customer Dispute
July 2008Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment ServicesBroker
Citicorp Investment Services
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Edward JonesBroker
State Registrations5 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.