Michael Sutherland
Michael Sutherland is a registered investment advisor at LPL Financial LLC, based in Bountiful, UT, with 37 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
280 North 200 West, Suite 200, Bountiful, UT, 84010
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2018Customer Dispute
August 2006Other Business Activities
Michael is a notary, spending minimal time on this activity. He also operates Access Financial Partners, LLC as a DBA for his LPL business, both for investment-related activities and real estate rental, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations18 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.