Blaise Milanek
Blaise Milanek is a registered investment advisor at LPL Financial LLC, based in King of Prussia, PA, with 4 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
150 S Warner Rd Ste 300, King of Prussia, PA, 19406-2859
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Blaise is involved with Independence Square Holdings LLC and Independence Square Advisors as an investment advisor, dedicating full-time hours to these activities. Blaise is also a Wealth Management Advisor for Highland Capital Brokerage, focusing on non-variable insurance, spending about half their time on this.
Employment History
Current Registrations
LPL Financial LLC
Independence Square Holdings, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations29 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.