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LPL Reports 80% Commonwealth Retention So Far, Sticks to Higher Target
News October 31, 2025 at 02:31 PM
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What You Need To Know
- As of Sept. 30, LPL had some 32,000 affiliated advisors and $2.3 trillion in assets.
- Effective July 1, 2026, fees will be lowered for advisors utilizing LPL’s Strategic Asset Management (SAM) and Model Wealth Portfolios (MWP) advisory programs.
- Fees will also be lowered for clients in LPL’s Guided Wealth Portfolios advisory platform, and pricing tiers for advisor-paid administrative fees will be streamlined.
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