Karen Fritz is a registered investment advisor at LPL Financial LLC, based in Fishers, IN, with 21 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
Fishers, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen operates several investment-related businesses, including CG Advisor Network, CG Financial Services, Capital Asset Advisory Services LLC, and CG Advisory Services, all as a Registered Investment Advisor DBA and IAR since 2006. She dedicates nearly full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
Cg Advisory Services
Previous Registrations
Geneos Wealth Management, INC.Broker
Wfg Investments, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Royal Alliance Associates, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.