Michael Bonevento
Michael Bonevento is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Wall Township, NJ, 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
1967 State Route 34, Bldg C, Suite 101, Wall Township, NJ, 07719
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Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Michael operates Intellectual Capital Group and ICG next as DBAs for his LPL business, dedicating full-time hours. He also has several real estate rental properties and is involved with Intellectual Insurance Services as an owner/partner, along with selling non-variable insurance products through Unum, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations26 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.