David Holstein
David Holstein is a registered investment advisor at LPL Enterprise, LLC, based in Basehor, KS, with 8 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
Basehor, KS
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Regulatory History (1)
Financial
March 2024Other Business Activities
David works as a firefighter for the Kansas City Kansas Fire Dept, dedicating about a quarter of his time. He also owns Oso Clean LLC, a residential cleaning business, which takes nearly full-time hours.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Blue Collar Retirement Group LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Edward Jones
Edward JonesBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.