Michelle Joseph
Michelle Joseph is a registered investment advisor at LPL Financial LLC, based in Brighton, MI, with 17 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
10153 Grand River Rd Ste B, Suite B, Brighton, MI, 48116
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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
Michelle sells non-variable insurance, dedicating minimal time to this activity. She also operates under two DBAs for her LPL business, Premier Financial Planning, LLC and Lake Trust Financial Life Planning, spending a significant amount of time on these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Executive Wealth Management, LLC
Invest Financial CorporationBroker
Invest Financial Corporation
LPL Financial LLC
LPL Financial LLCBroker
Independence One Brokerage Services, INC.Broker
State Registrations4 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.