Matthew Hughey is a registered investment advisor at LPL Financial LLC, based in Cottage Grove, WI, with 19 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
Cottage Grove, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is involved in several business and non-profit activities. He spends nearly full-time on A&M Wealth Management, LLC and its DBA for LPL business, and minimal time on other investment-related entities and non-profit boards.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
LPL Financial LLCBroker
LPL Financial LLC
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Mf Global INC.Broker
UBS Financial Services Incorporated of Puerto RicoBroker
UBS Financial Services INC.Broker
UBS Services USA LLCBroker
Barclays Capital INC.Broker
First Clearing, LLCBroker
Wachovia Securities Financial Network, LLCBroker
Wachovia Securities, LLCBroker
Banc One Capital Markets, INC.Broker
State Registrations9 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.