Charles Salfity
Charles Salfity is a registered investment advisor at LPL Financial LLC, based in El Segundo, CA, with 47 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
2321 Rosecrans Ave Ste 5200, El Segundo, CA, 90245
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2020Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sunamerica Securities, INC.
The Householder Group, Estate & Retirement Specialists
Sunamerica Securities, INC.Broker
Financial Network Investment CorporationBroker
Fsc Securities CorporationBroker
Independent Financial Planners CorporationBroker
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
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