Michael Frantesl
Michael Frantesl is a registered investment advisor at LPL Financial LLC, based in St. Charles, IL, with 30 years of industry experience. Michael 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
40W188 Campton Crossing, Ste E, St. Charles, IL, 60175
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2011Other Business ActivitiesSells Insurance
Michael owns rental real estate since 2005, dedicating minimal time. He also operates under the DBA Fox River Financial Consultants and sells non-variable and fixed insurance products, dedicating about 10-20% of his time to insurance-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations11 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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