Michael Butsko
Michael Butsko is a registered investment advisor at LPL Financial LLC, based in Temecula, CA, 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
28459 Old Town Front St Ste 315, Temecula, CA, 92590
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2001Customer Dispute
July 2000Customer Dispute
February 2000Other Business Activities
Michael operates PacWest Investment Group as a DBA for his LPL business, dedicating full-time hours to it. He also works as a boys' tennis coach at Temecula Valley High School, dedicating about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
M.L. Stern & CO., LLC.Broker
State Registrations11 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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