Calvin Silva
Calvin Silva is a registered investment advisor at LPL Enterprise, LLC, based in New York, NY, with 6 years of industry experience. Calvin 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
New York, NY
Get directionsHistory
Regulatory History (3)
Financial
March 2018Financial
July 2017Financial
June 2017Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
LPL Enterprise, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
AXA Advisors, LLCBroker
State Registrations12 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.
Exams
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