Stephen Mcfeely is a CFA-designated registered investment advisor at LPL Financial LLC, based in Newburyport, MA, with 9 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
26 Parker Street, Unit B, Newburyport, MA, 01950
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen operates Northeast Planning Associates, Inc. as a DBA for his LPL business and as a Registered Investment Advisor, dedicating a few hours per week to financial planning and consulting. He also has Newburyport Financial Group, LLC for tax/investment purposes and rents real estate through NFG, spending minimal time on the rental activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cassaday & CO INC
Harbour Capital Advisors, LLC
State Registrations15 states
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