Phillip Thornberry
Phillip Thornberry is a registered investment advisor at LPL Enterprise, LLC, based in Atlanta, GA, with 20 years of industry experience. Phillip 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
3343 Peachtree Road, N.E., Suite 700, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Regulatory
January 2012Other Business ActivitiesSells Insurance
Phillip is a business owner at Odyssey Consulting Partners, LLC, providing sales consulting to the elder care community, dedicating minimal time. Phillip is also involved with Cornerstone Financial Partners, LLC, an insurance and financial services DBA for LPL business, spending nearly full-time hours.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations31 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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