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Michael Markovich

29 Years of Experience
Denver, CO
Broker

Michael Markovich is a registered investment advisor at LPL Financial LLC, based in Denver, CO, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

4643 S Ulster Street Suite 550, Denver, CO, 80237

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
LPL Financial LLC
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Morgan Stanley
January 2011 - December 2021 · 10 yrs 11 mos
Morgan StanleyBroker
January 2011 - December 2021 · 10 yrs 11 mos
Wakefield Asset Management, Lllp
October 2007 - November 2010 · 3 yrs 1 mo
Morgan Stanley
April 2001 - April 2006 · 5 yrs
Morgan Stanley Dw INC.Broker
December 1994 - April 2006 · 11 yrs 4 mos
State Registrations22 states
ALAZCACOFLKYLAMAMIMNMONDNVOKORSCSDTXUTWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Michael Markovich - Financial Advisor | TrueAdvisor