Stephen Denbraver
Stephen Denbraver is a registered investment advisor at LPL Enterprise, LLC, based in San Diego, CA, with 3 years of industry experience. Stephen 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
4370 La Jolla Village Drive, Suite 310, San Diego, CA, 92122-1250
Get directionsHistory
Regulatory History (2)
Criminal
October 2012Criminal
December 2010Other Business Activities
Stephen works as a coach at MOA Fitness, teaching group fitness classes. This activity takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
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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