Charles Wilensky is a CFP-designated registered investment advisor at LPL Financial LLC, based in King of Prussia, PA, 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
250 Tanglewood Lane, King of Prussia, PA, 19406
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Charles operates CPC Financial Planning, Inc. as a DBA for his LPL business. He is also a CPA with Clairmont & Paciello & Co PC, dedicating nearly full-time hours to tax preparation and accounting, and has a business entity for tax/investment purposes. Charles is also an agent for life, health, and disability insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cpc Financial Planning, INC
Previous Registrations
Royal Alliance Associates, INC.Broker
State Registrations9 states
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