Lester Botkin is a CFA-designated registered investment advisor at Private Advisor Group, LLC, based in Mcmurray, PA, with 18 years of industry experience. Lester operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
2948 Washington Road, Mcmurray, PA, 15317
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lester operates Botkin Family Wealth Management and Botkin Evolve as DBAs for his LPL business and Private Advisor Group. He also has a business entity called Halo Holdings, LLC for tax/investment purposes, which takes minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations20 states
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