Todd Masus is a CFP-designated registered investment advisor at LPL Financial LLC, based in Batavia, IL, with 28 years of industry experience. Todd 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
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
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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