John Frenzel
John Frenzel is a registered investment advisor at LPL Financial LLC, based in Bridgeport, WV, with 17 years of industry experience. John 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
16 Sterling Drive, Ste. 203, Bridgeport, WV, 26330
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2018Other Business ActivitiesSells Insurance
John operates his LPL business through Good Life Financial Advisors of West Virginia, dedicating all of his time to it. He also works with Good Life IA LLC selling non-variable insurance, spending a few hours per week, and is the head softball coach at Bridgeport High School, spending about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 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
- David Patterson, CFPAmeriprise Financial Services, LLC
- Rebecca Burns, CFPEdward Jones
- Thomas Newbrough, CFP, ChFCEdward Jones
- Bill Childers, CFP, ChFCUSA Financial Securities LLC