Joshua Satzer
Joshua Satzer is a registered investment advisor at LPL Enterprise, LLC, based in Sun Prairie, WI, with 27 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
3807 Wi-19, Suite B, Sun Prairie, WI, 53590
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2012Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Joshua is involved in several business activities, including insurance and financial service sales through The Satzer Group, owning vacant land in Las Vegas, and announcing for Sun Prairie sports teams. He also sells health, property, and casualty insurance, and acts as an agent for fixed annuities, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations28 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
More Advisors
- Andrew Eyers, ChFC
- Korab Krasniqi, CFPEdward Jones
- Mallory Villa, ChFCState Farm Investment Management CORP.
- Patrick Fosdick, CFPWisconsin Wealth Advisors, LLC
- Michael Pruitt, CFPMbe Wealth Management, LLC
- Eric Ludwig, CFPStockbridge Private Wealth Management, LLC