Adam Schopp
Adam Schopp is a registered investment advisor at LPL Enterprise, LLC, based in York, PA, with 6 years of industry experience. Adam 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
York, PA
Get directionsHistory
Regulatory History (2)
Criminal
September 2014Criminal
February 2008Other Business ActivitiesSells Insurance
Adam is a financial planner with Kaufmann Financial Group, offering financial planning, investment advice, and insurance services, dedicating full-time hours to this role. He also offers non-variable insurance products through The Eugene Cohen Agency, spending minimal time on this activity.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations17 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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