Benjamin Heiler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Plainfield, IL, with 10 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
14150 S Route 30 Unit 205, Plainfield, IL, 60544-5536
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is involved with Silver Creek Gaming Lounge, a family business, dedicating about 10-20% of his time. He also operates under two DBAs for his LPL business, Earth Mover Financial Partners and My Retirement Suite, spending about a quarter of his time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations7 states
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