Matthew Creme is a registered investment advisor at LPL Financial LLC, based in Howell, 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.
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
101 East Grand River, Howell, MI, 48843
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2000Other Business Activities
Matthew operates BOAA Financial Services as a DBA for his LPL business. This investment-related activity takes nearly all of Matthew's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Natcity Investments, INC.Broker
Comerica SecuritiesBroker
Dain Rauscher IncorporatedBroker
Olde Discount CorporationBroker
State Registrations10 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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