Carrie Syrett is a registered investment advisor at LPL Enterprise, LLC, based in Troy, MI, with 3 years of industry experience. Carrie 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
101 W Big Beaver Road, Suite 705, Troy, MI, 48084
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Regulatory History (3)
Financial
January 2026Financial
December 2024Financial
April 2024Other Business Activities
Carrie is an organizer for Motor City Frenchies LLC, which focuses on French Bulldog adoption, grooming, and rescue. She dedicates a few hours per week to operations, sales, and management.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations13 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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