Michael Bennett
Michael Bennett is a registered investment advisor at LPL Financial LLC, based in Salt Lake City, UT, with 39 years of industry experience. Michael 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
488 E Winchester St Ste 400, Salt Lake City, UT, 84107
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2018Other Business Activities
Michael is a managing member of SLWR LLC since 2019, an entity for tax/investment purposes. He also operates under two DBAs for his LPL business: Wasatch Front Wealth Advisors (minimal time) and Western Front Wealth Advisors (about half his time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations27 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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