Michael Kostich is a registered investment advisor at LPL Financial LLC, based in Pinehurst, NC, with 33 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
4 Clark Ct, Pinehurst, NC, 28374
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is involved in several real estate rental businesses and tax preparation/accounting since 2000s. He also has a DBA for his LPL business and spends minimal time on MCC Pinehurst Partnership for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations13 states
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