Timothy Kueberth is a registered investment advisor at LPL Enterprise, LLC, based in Frederick, MD, with 10 years of industry experience. Timothy 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
9093 Ridgefield Dr, Suite 207, Frederick, MD, 21701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy volunteers for St. Timothy Roman Catholic Church, reviewing financial statements and providing advice. He also volunteers for St. Timothy Council 12255 Charities, Inc., reviewing bank statements, providing financial reports, and writing/co-signing checks; both activities require minimal time.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
M&t Securities, INC.
M&t Securities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations8 states
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