Joseph Altic is a CFP-designated registered investment advisor at LPL Financial LLC, based in St. Louis, MO, with 32 years of industry experience. Joseph 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
12935 N. Outer Forty Dr #105, St. Louis, MO, 63141
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2020Other Business Activities
Joseph operates his LPL business through several DBAs, including Private Wealth Management, LLC, PWM, PWM 401(K), PWM Planning, and Cornerstone Financial Group, Inc. He also co-owns real estate rental properties, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Adk Wealth Advisory Group
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations39 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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