Ashwin Patel
Ashwin Patel is a registered investment advisor at LPL Financial LLC, based in Atlanta, GA, 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
Atlanta, GA
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Regulatory History (1)
Financial
May 2024Other Business ActivitiesSells Insurance
Ashwin is an agent for term and permanent insurance through AB Patel Wealth Management, dedicating about 10-20% of his time. He also operates his LPL business through Gateway Financial Partners, spending a few hours per week, and owns rental real estate, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations19 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.