James Wehrle is a registered investment advisor at LPL Financial LLC, based in Rochester, NY, 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
2300 Buffalo Road, Building 200, Rochester, NY, 14624
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a partner in Latta Road Associates LLC, a real estate rental business, and spends minimal time on it. He is also a partner at Flaherty Salmin CPAs, where he dedicates nearly full-time hours to tax preparation and accounting, and Genrich Athletic Group, LLC, where he spends minimal time on rental operations.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial CorporationBroker
Ensemble Financial Services, INC.Broker
State Registrations13 states
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