Kegan Schroeter is a registered investment advisor at LPL Financial LLC, based in Narragansett, RI, with 1 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
Narragansett, RI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kegan operates Mile Marker Financial Advocates as a DBA for his LPL business, dedicating full-time hours to it. He also coaches sports/fitness through Berkley Recreation Sports, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
State Registrations2 states
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