MJ
MJ

Michael Jankowski

25 Years of Experience
Fort Mill, SC
Broker

Michael Jankowski is a registered investment advisor at LPL Enterprise, LLC, based in Fort Mill, SC, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3039 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).

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Location

1055 Lpl Way, Fort Mill, SC, 29715

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
LPL Enterprise, LLC
September 2024 - Present · 1 yr 8 mos
LPL Enterprise, LLCBroker
September 2024 - Present · 1 yr 8 mos
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
July 2016 - June 2021 · 4 yrs 11 mos
Cetera Financial Specialists LLCBroker
February 2016 - June 2021 · 5 yrs 4 mos
Cetera Advisor Networks LLCBroker
February 2016 - June 2021 · 5 yrs 4 mos
Cetera Advisors LLCBroker
February 2016 - June 2021 · 5 yrs 4 mos
Cetera Investment Services LLCBroker
February 2016 - June 2021 · 5 yrs 4 mos
Cetera Advisor Networks LLC
February 2016 - July 2016 · 5 mos
Edward Jones
February 2014 - March 2014 · 1 mo
Edward JonesBroker
February 2014 - March 2014 · 1 mo
Invesco Advisers, INC.
June 2010 - December 2013 · 3 yrs 6 mos
Invesco Distributors, INC.Broker
June 2010 - December 2013 · 3 yrs 6 mos
Van Kampen Advisors INC
June 2005 - June 2010 · 5 yrs
Van Kampen Funds INC.Broker
March 2004 - June 2010 · 6 yrs 3 mos
Goldman, Sachs & CO.Broker
May 1998 - October 2003 · 5 yrs 5 mos
State Registrations2 states
GASC
AdvisorBrokerBoth

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
No exam information available for this advisor.
Michael Jankowski - Financial Advisor | TrueAdvisor