Michael Minervini
Michael Minervini is a registered investment advisor at LPL Financial LLC, based in Hailey, ID, 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
Hailey, ID
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2001Criminal
February 1986Other Business Activities
Michael operates North Point Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also has Minervini Investments LLC for tax/investment purposes and works as a part-time CFO for SOCORRO, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations13 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.