Charles Noparstak
Charles Noparstak is a CFP-designated registered investment advisor at LPL Financial LLC, based in Northbrook, IL, with 41 years of industry experience. Charles 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
40 Skokie Blvd Slip 320, Northbrook, IL, 60062
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Charles sells non-variable insurance since 1985, dedicating minimal time to it. He also owns Charles M Noparstak & Associates LTD for tax/investment purposes and operates Equitrust Financial Group LTD as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Equitrust Financial Group, LTD.
Securities America, INC.Broker
Chubb Securities CorporationBroker
State Registrations25 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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