Brandon Day is a CFP-designated registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 22 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
15110 Dallas Pkwy Suite 500, Dallas, TX, 75248
Get directionsBrandon sells group and independent health insurance, dedicating minimal time to it. He also teaches financial/retirement planning seminars, is an IAR for Advisor Resource Council and 360 Wealth Planners, and rents office space to LPL advisors.
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.