John Flick
John Flick is a registered investment advisor at LPL Enterprise, LLC, based in Charlottesville, VA, with 5 years of industry experience. John 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
3450 Berkmar Drive, Suite 202B, Charlottesville, VA, 22901
Get directionsHistory
Regulatory History (1)
Financial
March 2019Other Business ActivitiesSells Insurance
John operates Iron Eagle Advisors as a DBA for his LPL business, dedicating full-time hours to it. He also manages The Flick Team, LLC for tax/investment purposes and Iron Eagle Insurance Group for non-variable insurance, each taking about 10-20% of his time.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.
State Registrations8 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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