Wade Masen
Wade Masen is a registered investment advisor at LPL Financial LLC, based in Clinton Twp, MI, with 41 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
38800 Garfield Rd, Suite 110, Clinton Twp, MI, 48038
Get directionsHistory
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
Wade operates Masen Paich Wealth Management Group, an entity for his LPL business, dedicating full-time hours. He also uses MWS Agency, LLC as a pass-through for commissions, and WMS LLC for selling non-variable insurance products, spending about 10-20% of his time on each of these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Spc
Sigma Financial CorporationBroker
Mtl Equity Products, INC.Broker
Chubb Securities CorporationBroker
Abacus Equity Services, INC.Broker
Cardell & Associates, IncorporatedBroker
State Registrations12 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.