Charles Marselli
Charles Marselli is a registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 15 years of industry experience. Charles 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
11300 Central Expwy Ste. 103, Dallas, TX, 75243
Get directionsHistory
Regulatory History (1)
Criminal
January 1987Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations2 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
- Nicholas Lalonde, CFPLPL Financial LLC
- Gary HughesLPL Financial LLC
- Jacob Winston, CFPLPL Financial LLC
- Douglas Cochran, CFPLPL Financial LLC
- Randy Black, CFPLPL Financial LLC
- Robert StephensLPL Financial LLC