Maja Sobolewska
Maja Sobolewska is a registered investment advisor at LPL Enterprise, LLC, based in Rosemont, IL, with 20 years of industry experience. Maja 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
10275 W Higgins Road, Suite 200, Rosemont, IL, 60018
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2024Employment Separation After Allegations
May 2023Other Business ActivitiesSells Insurance
Maja sells health insurance from BCBS since 2007. This activity takes minimal time.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations8 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
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