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Matthew Cinco

LPL Financial LLC
31 Years of Experience
Kentwood, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Matthew Cinco is a registered investment advisor at LPL Financial LLC, based in Kentwood, MI, with 31 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3635 29th St Se, Kentwood, MI, 49512

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2010
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew is involved in several business entities, primarily for tax and investment purposes, including CR & Associates, LLC, MT5 LLC, 3635 29th St. SE, LLC, and Augustiner, LLC (real estate rental). He also has a DBA for his LPL business, BridgePoint Wealth Management, and is a co-member of Bridgepoint Tax Consultants; he dedicates minimal time to each of these activities, and sells non-variable insurance.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & Reed
October 2002 - July 2021 · 18 yrs 9 mos
Waddell & ReedBroker
April 1995 - July 2021 · 26 yrs 3 mos
State Registrations26 states
ALAZCACOCTDCFLGAHIIDILINMIMNMTNJNYOHSCTNTXUTVAWAWIWY
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.
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