Michael Grubb
Michael Grubb is a registered investment advisor at LPL Financial LLC, based in North Charleston, SC, with 36 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
5841 Rivers Ave Ste 106A, North Charleston, SC, 29406
Get directionsHistory
Regulatory History (6)
Customer Dispute
July 2012Customer Dispute
June 2005Customer Dispute
November 2001Regulatory
January 2000Customer Dispute
August 1999Customer Dispute
January 1998Other Business Activities
Michael is a notary public and operates Integrity Financial Group as a DBA for his LPL business. He also manages Charleston Asset Management for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Edward JonesBroker
State Registrations7 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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