Alexander Anderson is a registered investment advisor at LPL Enterprise, LLC, based in Omaha, NE, with 8 years of industry experience. Alexander 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
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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
1120 North 103rd Plaza, Suite 220, Omaha, NE, 68114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Axos Clearing LLCBroker
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.Broker
State Registrations2 states
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