Andrew Schall
Andrew Schall is a registered investment advisor at LPL Enterprise, LLC, based in Lancaster, PA, with 23 years of industry experience. Andrew 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
1601 Oregon Pike, Suite 100, Lancaster, PA, 17601
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2005Other Business Activities
Andrew is a non-profit board member at Calvary Church, overseeing ministry and church operations. This takes about 10-20% of his time overall, with a few hours per week during trading hours.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ambassador Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations4 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
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