Julie Matthews-Salvo
Julie Matthews-Salvo is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Red Lion, PA, with 29 years of industry experience. Julie 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
750 Lombard Rd., Red Lion, PA, 17356
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2002Other Business Activities
Julie operates under the DBA Wilmington Advisors @ M&T for her LPL business. She also owns rental real estate, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
M&t Securities, INC.
M&t Securities, INC.Broker
Allfirst Brokerage CorporationBroker
State Registrations30 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.