Joshua Satzer
Joshua Satzer is a registered investment advisor at LPL Enterprise, LLC, based in Sun Prairie, WI, with 26 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
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 Registrations26 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.