Michael Sutherland
Michael Sutherland is a registered investment advisor at LPL Financial LLC, based in Bountiful, UT, with 37 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
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.
Exams
More Advisors
- Mark FalerLPL Financial LLC
- Jordan Parkinson, CFPFacet
- Aash Shah, CFASummit Global Investments, LLC
- Stephen Goalen, CFPGoalen Capital Advisors, LLC
- Brett Caldwell, CFPModera Wealth Management, LLC
- Samuel Gentry, CFP