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Michael Knipe

14 Years of Experience
Warrington, PA
1 DisclosureBroker

Michael Knipe is a registered investment advisor at LPL Enterprise, LLC, based in Warrington, PA, with 14 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3131 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2700 Kelly Road, Suite 100D, Warrington, PA, 18976

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2015
Denied
Employment History
Current Registrations
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Prudential Financial Planning Services
March 2020 - November 2024 · 4 yrs 8 mos
Pruco Securities, LLC.Broker
March 2020 - November 2024 · 4 yrs 8 mos
Prudential Financial Planning Services
May 2015 - February 2020 · 4 yrs 9 mos
Pruco Securities, LLC.Broker
November 2011 - February 2020 · 8 yrs 3 mos
State Registrations10 states
DEFLMDNCNJNYOHPATNVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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