Kip Hoag
Kip Hoag is a registered investment advisor at LPL Enterprise, LLC, based in North Syracuse, NY, with 21 years of industry experience. Kip 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
North Syracuse, NY
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Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Kip is a property and casualty agent with Acropolis Insurance Agency, spending about a quarter of their time there. Kip also works with AllDay Benefits, a voluntary benefit company, dedicating a few hours per week, and practices as a financial advisor under Integrated Financial Group full-time.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Allstate Financial Services, LLCBroker
Pruco Securities, LLC.Broker
MML Investors Services, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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
More Advisors
- Donald StoreyLPL Enterprise, LLC