Todd Masus is a CFP-designated registered investment advisor at LPL Financial LLC, based in Batavia, IL, with 27 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
515 N River St Ste 100, Batavia, IL, 60510-2390
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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
Todd is a registered representative with LPL Financial LLC DBA Masus Financial Group since 2000 and provides investment advisory services through Masus Financial Group, an independent investment advisor firm, dedicating full-time hours to this. He also sells various types of insurance, including medical, life, health, disability, and LTC, and acts as a notary for his clients, spending minimal time on this.
Employment History
Current Registrations
LPL Financial LLC
Masus Financial Group, LTD.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations26 states
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