Michelle Biondo is a registered investment advisor at LPL Financial LLC, based in Chicago, IL, with 34 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
231 S La Salle St # 13, 13th Floor, Chicago, IL, 60604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle works for Wintrust Investments as a DBA for LPL Business, dedicating full-time hours. She also works for ZSRM, Inc DBA Pepe's Mexican Restaurant, spending about 10-20% of her time there.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wintrust Investments LLCBroker
Wintrust Investments
Wayne Hummer Asset Management Company
Focused Investments L.L.C.Broker
Wayne Hummer Investments L.L.C.Broker
State Registrations1 state
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