Trevor Czerniejewski is a registered investment advisor at LPL Enterprise, LLC, based in Saint Louis, MO, with 7 years of industry experience. Trevor 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.
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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
Saint Louis, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Brookstone Capital Management LLC
Cuso Financial Services, L.P.Broker
Next Financial Group, INC.Broker
Scf Securities, INC.Broker
Sorrento Pacific Financial, LLCBroker
Western International Securities, INC.Broker
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Prosperity Capital Advisors
Edward Jones
Edward JonesBroker
Cliftonlarsonallen Wealth Advisors, LLCBroker
Cliftonlarsonallen Wealth Advisors, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations53 states
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