Thaddaeus Allen
Thaddaeus Allen is a registered investment advisor at LPL Enterprise, LLC, based in Topeka, KS, with 17 years of industry experience. Thaddaeus 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
3024 SW Wanamaker Rd., Suite 312, Topeka, KS, 66614
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2024Customer Dispute
February 2022Other Business ActivitiesSells Insurance
Thaddaeus is a partner in S&CJ Properties, LLC, a residential real estate investment and management company, dedicating minimal time. He is also an insurance agent since 2022, spending minimal time on insurance service and sales.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Smith, Moore & CO.Broker
Smith Moore & CO.
Edward Jones
Edward JonesBroker
State Registrations19 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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