Jamie Freidhof is a registered investment advisor at LPL Financial LLC, based in Newton, MA, with 8 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
2227 Washington St, Ste 300, 2 Newton Executive Park, Newton, MA, 02462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jamie operates their LPL business through Kaplan Financial Services. This activity is investment-related and takes nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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