Hubert Whittaker is a registered investment advisor at LPL Enterprise, LLC, based in Tampa, FL, with 11 years of industry experience. Hubert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
4010 W. Boy Scout Blvd., Suite 1075, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hubert is a non-profit board member for the Whittaker Family Foundation and the Arena Football League Players Union, and he dedicates minimal time to each. He also supports his wife's real estate business, Lions Group Realty, and helps manage projects for his family business, Lions Group Investments, spending minimal time on each.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations8 states
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