Rachel Broytman
Rachel Broytman is a registered investment advisor at LPL Enterprise, LLC, based in Brooklyn, NY, with 9 years of industry experience. Rachel 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
33 35th Street, Suite A410, Brooklyn, NY, 11232
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2026Other Business ActivitiesSells Insurance
Rachel is a health insurance sales agent with Emerson Rogers, receiving non-variable insurance commission trails, but dedicates no time to this activity. She also spends nearly full-time taking care of her elderly father, sponsored by the City of NY.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Nylife Securities LLCBroker
Northern Trust Securities, INC.Broker
Aviate Global (US) LLPBroker
State Registrations17 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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