Joshua Fretz is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Meade, MD, with 20 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
9824 Herczog Rd Gatehouse 4, Fort Meade, MD, 20755
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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 Activities
Joshua operates Tower Wealth Management as a DBA for his LPL business. This activity is investment-related and conducted at the reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Triad Advisors, INC.Broker
Planning Solutions Group, LLC
Re Advisers Corporation
Re Investment CorporationBroker
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Capital One Investment Services LLCBroker
Capital One Financial Advisors LLC
Chevy Chase Financial Services
Chevy Chase Financial ServicesBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations27 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.