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ChFC

Andrew Michel

LPL Financial LLC
43 Years of Experience
Columbus, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Andrew Michel is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Columbus, OH, with 43 years of industry experience. Andrew 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7650 Rivers Edge Dr Ste 100, Columbus, OH, 43235

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew operates under the DBA Bluestone Wealth Partners, LLC for his LPL business since 2015. He also engages in non-variable insurance activities since 1982, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLC
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Lincoln Financial Advisors Corporation
January 2000 - September 2021 · 21 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
September 1998 - September 2021 · 23 yrs
The Lincoln National Life Insurance CompanyBroker
September 1998 - June 2006 · 7 yrs 9 mos
Aetna Investment Services, INC.Broker
October 1993 - September 1998 · 4 yrs 11 mos
Aetna Life Insurance and Annuity CompanyBroker
June 1983 - October 1993 · 10 yrs 4 mos
State Registrations21 states
AZCACOFLGAIAILINKYMAMDMENCNJOHPASCTNTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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