Phillip Desantis is a CFP-designated registered investment advisor at LPL Financial LLC, based in Livonia, MI, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
31395 Seven Mile Road Suite A, Livonia, MI, 48152
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Phillip works in tax preparation, accounting, and as a CPA with Dennis F. DeSantis CPA PLLC, dedicating about 10-20% of his time. He also owns rental real estate through Ocean Vacations LLC, spending minimal time on it, and operates DeSantis Wealth Management LLC and America Group Retirement Strategy Centers as DBAs for his LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
State Registrations5 states
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