Erik Abraham is a registered investment advisor at LPL Enterprise, LLC, based in Orlando, FL, with 14 years of industry experience. Erik 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
Average Client Portfolio
Assets Under Management
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
4700 Millenia Boulevard, Suite 310, Orlando, FL, 32839
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erik owns rental real estate property since 2022, which was his wife's property before they were married. He has no responsibilities related to the property and spends minimal time on it.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Emerson Equity LLCBroker
Allianz Life Financial Services, LLCBroker
State Registrations6 states
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