LS
LS

Louis Saltarelli

31 Years of Experience
Horsham, PA
1 DisclosureBroker

Louis Saltarelli is a registered investment advisor at LPL Financial LLC, based in Horsham, PA, with 31 years of industry experience. Louis 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 Witmer Rd Ste 140, Horsham, PA, 19044-2648

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1999
Settled
Employment History
Current Registrations
LPL Financial LLCBroker
January 2025 - Present · 1 yr 9 mos
LPL Financial LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
July 2009 - February 2025 · 15 yrs 7 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2009 - February 2025 · 15 yrs 11 mos
Wachovia Securities, LLCBroker
January 2008 - March 2009 · 1 yr 2 mos
A. G. Edwards & Sons, INC.Broker
November 2000 - January 2008 · 7 yrs 2 mos
H&r Block Financial Advisors, INC.Broker
July 1995 - November 2000 · 5 yrs 4 mos
Network 1 Financial Securities INC.Broker
January 1995 - June 1995 · 5 mos
State Registrations7 states
DEFLMANJPATXVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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