Benjamin Baertschy is a registered investment advisor at LPL Financial LLC, based in Fond Du Lac, WI, with 17 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
54 East 1st Street, Fond Du Lac, WI, 54935
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin works at the University of Wisconsin-Oshkosh for a few hours per week and dedicates full-time hours to Accent Wealth Management, Cornerstone Wealth Portfolios, and Cornerstone Wealth Services, all DBAs for his LPL business. He also plays in a band called Brent Bel and the Boyz for a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations7 states
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