Chris Schiesser is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in Hunt Valley, MD, with 12 years of industry experience. Chris 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
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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
303 International Circle, Suite 105, Hunt Valley, MD, 21030-1364
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chris operates Strategic Wealth Advisors LLC as a DBA for his LPL business, dedicating full-time hours to it. He also owns Strategic Wealth Advisors LLC to provide payroll for his assistant, but this generates no business income and requires no time commitment.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations23 states
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