Todd Lugt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Holland, MI, with 31 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
196 S River Ave, Holland, MI, 49423
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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
Todd has several business activities, including Vander Lugt Capital Management (DBA for LPL business), TVL Enterprises, Brothers 3 LLC, and South Shore-Holland LLC. He also provides investment advisory services through Independent Advisor Alliance and spends minimal time on non-variable insurance through Hansen Brokerage Services.
Employment History
Current Registrations
LPL Financial LLC
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Waddell & Reed
Waddell & ReedBroker
State Registrations10 states
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