Joseph Horstmann is a registered investment advisor at LPL Financial LLC, based in Highland, IL, with 18 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
Highland, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph operates Horstmann Premier Financial as a DBA for his LPL business, dedicating full-time hours. He also co-owns Twice the Ice and J&J Unlimited LLC, and Horstmann Properties LLC, spending about 10-20% of his time on Twice the Ice, a few hours per week on Horstmann Properties LLC, and about 10-20% of his time on J&J Unlimited LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Edward Jones
Edward JonesBroker
State Registrations9 states
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