Joseph Sabelhaus
Joseph Sabelhaus is a CFP-designated registered investment advisor at LPL Financial LLC, based in Troy, MI, with 24 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
4080 John R Rd, Troy, MI, 48085
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph works as an attorney drafting wills, POAs, and trusts, and sells fixed annuities, long-term care, health, and fixed life insurance. He also works for Legacy Wealth Management Group, LLC, is a notary public, a back-up helicopter pilot, and owns Sennett Properties LLC for real estate rental.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Legacy Financial Services, INC.Broker
Usallianz Securities, INC.Broker
State Registrations18 states
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