Michael Preisz
Michael Preisz is a CFP-designated registered investment advisor at LPL Financial LLC, based in Portland, OR, 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
4525 SW Condor Ave, Portland, OR, 97239
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2006Other Business ActivitiesSells Insurance
Michael is a registered investment advisor with Preisz Associates, Inc. and also sells non-variable insurance products including life, disability, long-term care, and health insurance. He spends nearly full-time on his LPL business and about a quarter of his time as a registered investment advisor DBA.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Preisz Financial
Previous Registrations
LPL Financial LLC
Mutual Service CorporationBroker
Mutual Service CorporationBroker
Walnut Street Securities, INC.Broker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
State Registrations24 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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