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CFP
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CFP

William Friebel

LPL Financial LLC
28 Years of Experience
Des Peres, MO
Broker
View SEC Summary
View SEC Summary

William Friebel is a CFP-designated registered investment advisor at LPL Financial LLC, based in Des Peres, MO, with 28 years of industry experience. William 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.

LPL Financial LLC
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
—
View Full SEC Brochure

Location

13358 Manchester Rd Ste 200, Des Peres, MO, 63131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William owns rental real estate and is a partner at Cornerstone Wealth Management, a registered investment advisor. He dedicates minimal time to the real estate and full-time hours to providing administrative support to Cornerstone Wealth Management.

Employment History
Current Registrations
LPL Financial LLC
April 2023 - Present · 3 yrs 6 mos
LPL Financial LLCBroker
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Cornerstone Wealth Management, LLC
May 2021 - April 2023 · 1 yr 11 mos
John Hancock Investment Management Distributors LLCBroker
January 2020 - April 2021 · 1 yr 3 mos
Invesco Distributors, INC.Broker
May 2019 - January 2020 · 8 mos
Oppenheimerfunds Distributor, INC.Broker
June 2006 - May 2019 · 12 yrs 11 mos
Evergreen Investment Services, INC.Broker
October 2003 - May 2006 · 2 yrs 7 mos
Sovereign Asset Management Corporation
June 2001 - October 2003 · 2 yrs 4 mos
John Hancock Advisers, LLC
June 2001 - September 2003 · 2 yrs 3 mos
John Hancock Funds, LLCBroker
March 2001 - August 2003 · 2 yrs 5 mos
American General Financial Advisors, INC.Broker
October 1998 - February 2001 · 2 yrs 4 mos
The Variable Annuity Marketing CompanyBroker
February 1997 - February 2001 · 4 yrs
State Registrations8 states
AKAZCAFLILMOORVA
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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