Frederick Savel
Frederick Savel is a registered investment advisor at LPL Financial LLC, based in St Louis, MO, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
St Louis, MO
Get directionsHistory
Regulatory History (2)
Financial
December 2024Customer Dispute
July 2016Other Business Activities
Frederick operates his LPL business through Cornerstone Wealth Management LLC and Cornerstone Wealth Portfolios. He also works as a driver for Uber and Door Dash, dedicating a few hours per week to each activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
PNC InvestmentsBroker
PNC Investments
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Infinex Investments, INC.
Infinex Investments, INC.Broker
First Brokerage America, L.L.C.Broker
First Brokerage America, L.L.C.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
Banc of America Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 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.