Andrew Mussen is a registered investment advisor at LPL Financial LLC, based in Livonia, MI, with 28 years of industry experience. Andrew 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
39209 6 Mile Rd, Suite 155, Livonia, MI, 48152
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2003Other Business Activities
Andrew operates under the DBA Upstream Investment Partners for his LPL business. This activity takes nearly full-time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Spc
Sigma Financial CorporationBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations4 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
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