Sidney Schroader
Sidney Schroader is a registered investment advisor at LPL Financial LLC, based in Olympia, WA, with 43 years of industry experience. Sidney 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
330 Union Avenue Se, Olympia, WA, 98501-1324
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2023Other Business ActivitiesSells Insurance
Sidney operates under the DBA WSECU Investment Management for his LPL business since 2009. He also uses the DBA WSECU Insurance Services for fixed annuities and long-term care insurance business, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wsecu Investment Management
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Goodlin Financial, INC.Broker
Murphey Favre, INC.Broker
State Registrations22 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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