Mark Lebovitz is a registered investment advisor at LPL Financial LLC, based in Farmington Hills, MI, with 10 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
31731 Northwestern Hwy, Ste 151W, Farmington Hills, MI, 48334
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is involved with M&L Management Company, Prism Financial Management Inc, North Coast Wealth Management LLC, OUAC of Novi LLC (a children's clothing retail store taking a few hours per week), and NCWM Financial LLC. Several of these entities are for tax or investment purposes related to his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
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.