Lpl Enterprise, Llc

1055 LPL WAY, Fort Mill, South Carolina 29715

SEC CRD#8733
Last ADV filed: 02/20/2026
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee2.50%of assets under management
Hourly Rate$500 per hourper hour

Detailed Fee Schedule

in certain instances, and payable quarterly in advance. The maximum account fee is 2.50%. LPL reserves the right to increase the upper limit of the account fee upon 30 days’ prior notice to clients. LPL, LPLE and IARs do not

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMHourly feesFixed fees

Disciplinary Disclosures

This firm has 10 disclosures on record with the SEC.

Regulatory actions

A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.

Compensation Transparency

  • Also registered with a broker-dealer
  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Lpl Enterprise, Llc — Fiduciary Advisor Profile | FiduciaryListings