Mark Witek is a CFP-designated registered investment advisor at LPL Financial LLC, based in La Salle, IL, 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
613 1st Street #1-B, La Salle, IL, 61301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark has an accounting entity called Investment Planning, Inc. since 2008 and real estate holdings through the same entity since 2012, dedicating minimal time to the latter. He also operates under the DBA Witek Wealth Management for his LPL business, spending no time outside of his primary role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Richard B. Vance & CompanyBroker
State Registrations33 states
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