Yakov Baylis
Yakov Baylis is a registered investment advisor at LPL Enterprise, LLC, based in Northbrook, IL, with 20 years of industry experience. Yakov 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
425 Huehl Road, Suite 16B, Northbrook, IL, 60062
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2018Other Business ActivitiesSells Insurance
Yakov offers Medicare supplements and dental coverage to existing clients who request it, dedicating minimal time to each. He is also the Condo Board Vice President for Estes and Washtenaw Condo Association and a financial planner for Liberty Mutual.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Signator Investors, INC.Broker
State Registrations20 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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