Edgar Acosta
Edgar Acosta is a registered investment advisor at LPL Financial LLC, based in Brookfield, WI, with 16 years of industry experience. Edgar 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
395 N Executive Dr, Brookfield, WI, 53005
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2018Other Business Activities
Edgar operates under the DBA BMO Investment Services for LPL business at the reported business location. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.Broker
State Registrations50 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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