David Forgione is a registered investment advisor at LPL Enterprise, LLC, based in Palmetto Bay, FL. David 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
9245 SW 157th St Ste 202, Suite 202, Palmetto Bay, FL, 33157
Get directionsHistory
Regulatory History (3)
Criminal
May 2000Criminal
May 1999Criminal
November 1997Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
State Registrations2 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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