Matthew Eaton
Matthew Eaton is a registered investment advisor at LPL Financial LLC, based in Bedford, NH, with 43 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
43 Constitution Dr., Bedford, NH, 03110
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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
Matthew sells non-variable insurance products including LTC, fixed annuities, life, and health, dedicating minimal time to this activity. He also operates Northeast Planning Associates, Inc. as a registered investment advisor and Evergreen Strategic Partners as a DBA for LPL business, spending a significant amount of time on these investment-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Northeast Planning Associates, INC.
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations4 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.