Louis Medica
Louis Medica is a registered investment advisor at LPL Enterprise, LLC, based in West Caldwell, NJ, with 23 years of industry experience. Louis 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
185 Fairfield Ave, Suite 1-C, West Caldwell, NJ, 07006
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 2020Other Business ActivitiesSells Insurance
Louis is involved with Elite Financial Services, LLC, selling fixed life insurance since 2013. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Comprehensive Asset Management and Servicing, INC.Broker
Comprehensive Capital Management, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Metlife Securities INC.Broker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
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.
Exams
More Advisors
- Nicole Nickerson, ChFCState Farm Investment Management CORP.