Michael Brezovec is a registered investment advisor at LPL Financial LLC, based in Gaithersburg, MD, with 32 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
6 Montgomery Village Ave #650, Gaithersburg, MD, 20879
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is involved in several business activities, including Six Montgomery Village Ave LLC and JJJ Holdings LLC (both for tax/investment purposes), and as a firearms instructor. He also has a deer management permit at Phillips Farm and operates Brezovec & Associates as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations31 states
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