Drew Bax is a registered investment advisor at LPL Financial LLC, based in Boonville, MO, with 4 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
1920 Legends West Ave, Boonville, MO, 65233
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Drew operates under Central Investment Advisors, a DBA for his LPL business. He also works as a financial advisor for Investor Services Insurance, selling non-variable insurance, and manages KD Property Management, a real estate rental business, dedicating about a quarter of his time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations7 states
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