Daniel Callahan is a registered investment advisor at LPL Enterprise, LLC, based in Malvern, PA, with 10 years of industry experience. Daniel 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.
Compensation
Firm Size
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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
110 Phoenixville Pike, Suite 100, Malvern, PA, 19355
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Citizens Securities, INC.
Citizens Securities, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Invest Financial CorporationBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Invest Financial Corporation
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Vanguard Marketing CorporationBroker
State Registrations3 states
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