Joshua Delp is a registered investment advisor at LPL Enterprise, LLC, based in Reading, PA, with 19 years of industry experience. Joshua 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
Number of Clients
Average Client Portfolio
Assets Under Management
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
1920 Van Reed Road, Reading, PA, 19610
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua is a financial advisor for Prudential through Aloha Financial, dedicating nearly full-time hours to growing his practice. He also owns multiple rental properties and is involved with Big Island Enterprises LLC, which owns rental units, and participates in Team Beach Body as a direct sales representative, spending minimal time on these activities.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Fortune Financial Services, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
State Registrations19 states
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