Simler Batcheler
Simler Batcheler is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Aspinwall, PA, with 42 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
133 Freeport Rd, Aspinwall, PA, 15215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Simler operates YTS Wealth Management, Yeckley, Tantlinger, &Subich Wealth Management, and The Good Life Companies as DBAs for his LPL business, dedicating nearly full-time hours to these activities. He also owns BAI Tax Group, spending minimal time on tax preparation and accounting, and sells non-variable insurance products through BATCHELER ASSOCIATES, INC., spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Trustmont Financial Group, INC.Broker
Trustmont Advisory Group, INC.
Lincoln Financial Securities Corporation
Independent Advisers Group CORP
Lincoln Financial Securities CorporationBroker
Pml Securities CompanyBroker
Chubb Securities CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations10 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.