Michael Agriesti
Michael Agriesti is a registered investment advisor at LPL Financial LLC, based in Columbus, OH, with 27 years of industry experience. Michael 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
300 Marconi Blvd Suite 304, Columbus, OH, 43215
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Michael operates under the DBAs Bluestone Wealth Partners and Gladstone Wealth Partners, providing investment advisory services through Gladstone Institutional Advisory LLC. He also works as a registered representative with LPL Financial, spending a significant amount of time on these investment-related activities.
Employment History
Current Registrations
LPL Financial LLC
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Fort Washington Brokerage Services, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations20 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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