Matthew Tomich
Matthew Tomich is a registered investment advisor at LPL Financial LLC, based in Schaumburg, IL, with 30 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
1375 E Woodfield Rd Ste 750, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1999Other Business Activities
Matthew owns a single-family beach house in Long Beach Township, NJ since 2016. He also has business ownership and outside employment with Blue Aries LLC, dedicating about a third of his time to these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Howe Barnes Capital Management, INC.
Howe Barnes Hoefer & Arnett, INC.Broker
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations25 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.