William Friebel is a CFP-designated registered investment advisor at LPL Financial LLC, based in Des Peres, MO, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
13358 Manchester Rd Ste 200, Des Peres, MO, 63131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
LPL Financial LLCBroker
Previous Registrations
Cornerstone Wealth Management, LLC
John Hancock Investment Management Distributors LLCBroker
Invesco Distributors, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Evergreen Investment Services, INC.Broker
Sovereign Asset Management Corporation
John Hancock Advisers, LLC
John Hancock Funds, LLCBroker
American General Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations8 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.