Wendy Fratrik is a registered investment advisor at LPL Financial LLC, based in Doylestown, PA, with 14 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
259 Veterans Lane, Ste 102, Doylestown, PA, 18901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wendy operates under several DBAs for her LPL business, including Continuity Private Wealth LLC, Continuity Wealth Partners LLC, and Debuque Baltz Private Wealth. These activities are investment-related and take up Wendy's full-time work hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations38 states
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