Matthew Davis is a CFP-designated registered investment advisor at LPL Financial LLC, based in Troy, MI, with 27 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
2050 Livernois Rd Ste B, Troy, MI, 48083-1757
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew sells fixed insurance products since 2013. This activity takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Nylife Securities INC.Broker
Vestax Securities CorporationBroker
Pruco Securities CorporationBroker
State Registrations14 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
More Advisors
- James Bochenek, CFPLPL Financial LLC
- Gary BarneyLPL Financial LLC
- Annmarie MikolajczakLPL Financial LLC
- Justin Hulett, CFP, ChFCLPL Financial LLC
- Robert Maks, CFPLPL Financial LLC
- Edward Lambert, CFPLPL Financial LLC