Lauryn Williams is a registered investment advisor at LPL Enterprise, LLC, based in Troy, MI, with 15 years of industry experience. Lauryn 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.
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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
101 W Big Beaver Road, Suite 705, Troy, MI, 48084
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lauryn works for Dynamic HQI, developing investment information tables within their software, and provides interpretation services for financial statements at Cyber Alliance. She also serves as President and VP of Finance for the National Black MBA Association Detroit Chapter and is a business owner at Mondo Aska Investments/Mariposa Development, focusing on real estate renovation and development.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Waddell & Reed
Waddell & ReedBroker
First Investors CorporationBroker
State Registrations10 states
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