Delores May is a registered investment advisor at LPL Enterprise, LLC, based in Troy, MI, with 19 years of industry experience. Delores 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 (15)
Financial
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February 2019Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Jackson National Life Distributors LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
PNC Investments
PNC InvestmentsBroker
Principal Securities, INC.
Principal Securities, INC.Broker
PNC Investments
PNC InvestmentsBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.