Charles Baier is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Lisle, IL, with 20 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1011 Warrenville Rd Ste 155, Lisle, IL, 60532-0930
Get directionsHistory
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
Charles sells non-variable insurance products, including life, disability, long-term care, and property & casualty insurance, dedicating minimal time to this. He also provides investment advisory services through Good Life Advisors, LLC, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
LPL Financial LLC
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Level Four Advisory Services
Opus Wealth Management Group
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations14 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.
Exams
More Advisors
- Laura Bare, CFPLPL Financial LLC
- Richard Griessmeyer, CFPLPL Financial LLC
- Lawrence Chaon, CFPLPL Financial LLC
- Justin LamonicaLPL Financial LLC
- John WeberLPL Financial LLC
- Andrew Sitkiewicz, CFPLPL Financial LLC