Peter Marsh
Peter Marsh is a registered investment advisor at LPL Financial LLC, based in Macomb, MI, with 41 years of industry experience. Peter 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
20381 Hall Road, Macomb, MI, 48044
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2005Customer Dispute
December 2003Customer Dispute
January 2001Customer Dispute
March 1998Other Business ActivitiesSells Insurance
Peter operates under "America Group Retirement Strategy Centers" and "America Group Macomb LLC" as DBAs for his LPL business. He also engages in non-variable insurance activities and is a Michigan Notary Public, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Huntington Investment Company
The Huntington Investment CompanyBroker
A. G. Edwards & Sons, INC.Broker
First of Michigan CorporationBroker
Roney & CO.Broker
Dean Witter Reynolds INC.Broker
State Registrations8 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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