Matthew Richardson
Matthew Richardson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Blue Ash, OH, with 27 years of industry experience. Matthew 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
9403 Kenwood Rd Ste A120, Blue Ash, OH, 45242
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2008Customer Dispute
June 2006Other Business Activities
Matthew is involved in three outside business activities. He owns Richbrook Homes LLC for tax/investment purposes, spending minimal time on it, operates Sentinel Advisory Group, LLC as a DBA for his LPL business, and is a notary public, spending no time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
David Bodnar Advisors LLC
Triad Advisors LLCBroker
Triad Advisors, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations10 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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