Wilko Schutzendorf is a registered investment advisor at LPL Financial LLC, based in Walnut Creek, CA, with 14 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
1990 N. California Blvd., Ste 1050, Walnut Creek, CA, 94596-3745
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wilko operates Becker Financial Group as a DBA for his LPL business, dedicating about 10-20% of his time. He is also a real estate agent with Berkshire Hathaway Home Services-Franciscan Properties, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Becker Financial Group
State Registrations6 states
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