Andrew Sasser
Andrew Sasser is a registered investment advisor at LPL Enterprise, LLC, based in Columbus, OH, with 1 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
One Easton Oval, Suite 550, Columbus, OH, 43219
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2019Financial
October 2019Other Business ActivitiesSells Insurance
Andrew is an agent team member at Virgil Lovitt's Insurance Agency, selling insurance for State Farm and its affiliates, taking about half of his time. He also works full-time at Hydraulic Pros, is president of Cincy Heat Fastpitch, and coaches sports at Cincinnati Christian Schools.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
State Farm Vp Management CORP.Broker
State Farm Investment Management CORP.
State Registrations1 state
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.