Frederick Magenheimer
Frederick Magenheimer is a registered investment advisor at LPL Financial LLC, based in Canby, OR, 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
486 NW 2nd Avenue, Canby, OR, 97013
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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
Frederick is involved in several business activities, including real estate rental through LMRK Group, LLC and M & S Investments, LLC, and raising cattle, sheep, and hay. He also sells fixed insurance products, dedicates time to FMM Investments LLC for tax/investment purposes, works as a public notary, and serves as a board member for Direct Link.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pacific West Financial Consultant INC
Pacific West Securities, INC.Broker
Edward JonesBroker
State Registrations13 states
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