Matthew Crook
Matthew Crook is a registered investment advisor at LPL Financial LLC, based in Wakefield, RI, with 32 years of industry experience. Matthew 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
24 Salt Pond Rd Ste A6, Wakefield, RI, 02879
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2011Customer Dispute
October 1999Other Business Activities
Matthew operates Salt Pond Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also owns single-family real estate in Wakefield, RI, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations8 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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