Alex Knepp
Alex Knepp is a registered investment advisor at LPL Financial LLC, based in Loogootee, IN, with 20 years of industry experience. Alex is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
100 Charles St, Loogootee, IN, 47553
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2010Other Business ActivitiesSells Insurance
Alex is affiliated with German American Investment Services and German American Investment Services Group, both related to his LPL business. He also sells non-variable insurance products including life, health, disability, and LTC, dedicating minimal time to it, and serves as a board member for Barr-Reeve School Board, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
State Registrations16 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.