Daniel Boyer is a registered investment advisor at LPL Financial LLC, based in Berwyn, PA, with 47 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1235 Westlakes Dr Ste 260, Berwyn, PA, 19312
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Other Business Activities
Daniel is involved in Schedule C reporting, real estate rental, and investment-related activities since 1995, dedicating minimal time. He is also involved with Brookside Geezer Golf League, LLC since 2012, which is not investment related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
1914 Advisors
Boenning & Scattergood, INC.Broker
Prudential-Bache Securities INC.Broker
Boenning & Scattergood, INC.Broker
State Registrations34 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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