Michael Boyer
Michael Boyer is a CFP-designated registered investment advisor at LPL Financial LLC, based in Somerset, PA, with 34 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
107 Georgian Pl, Somerset, PA, 15501
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael underwrites non-variable insurance through various insurance companies, dedicating minimal time to this activity. He also owns Boyer Financial Planning, Inc., rental real estate, and has partial ownership of a jet through ICCF Aviation.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Commonwealth Equity Services, INC.Broker
Berkowitz, Pierchalski INC.Broker
State Registrations20 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
- William Stoy, CFPLPL Financial LLC
- Angela Howelltennant, ChFCState Farm Investment Management CORP.