Biren Patel is a CFP-designated registered investment advisor at LPL Financial LLC, based in Manchester, NH, with 7 years of industry experience. Biren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
200 Mcgregor St, Manchester, NH, 03102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Biren is involved in several outside business activities, including real estate rental through JBH Patel Realty LLC, St. Mary's Financial Services as a DBA for LPL business, Doordash delivery, and notary services. The real estate and notary activities are investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Infinex Investments, INC.Broker
Infinex Investments, INC.
Citizens Securities, INC.
Citizens Securities, INC.Broker
Pruco Securities, LLC.Broker
State Registrations19 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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