Martin Fahler is a registered investment advisor at LPL Financial LLC, based in Germantown, WI, with 25 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
Germantown, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Martin is a partner in Windy Hill Timber, LLC, a real estate rental business, dedicating about 10-20% of his time. He also operates his LPL business under the DBA Fahler Financial, which is a full-time commitment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sii Investments, INC.Broker
Sii Investments, INC.
LPL Financial LLC
LPL Financial LLCBroker
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Coordinated Capital Securities, INC.Broker
Edward JonesBroker
State Registrations10 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.