Max Miracle is a registered investment advisor at LPL Financial LLC, based in Chico, CA, with 39 years of industry experience. Max 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
2452 Lakewest Dr, Chico, CA, 95928
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2017Customer Dispute
September 2015Other Business Activities
Max is involved in several business activities, including Asset Management Group and Max Miracle Inc, both DBAs for LPL business, and BCD Group Inc for tax/investment purposes. He also owns multiple real estate rental properties, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Christopher Weil & Company, INCBroker
Birr, Wilson Securities, INC.Broker
Sentra Securities CorporationBroker
State Registrations25 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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