Michael Kurzer is a registered investment advisor at LPL Financial LLC, based in Totowa, NJ, with 25 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
999 Riverview Dr Ste 201, Totowa, NJ, 07512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a full member and CPA at The Kurzer Group, LLC, performing accounting functions. He only has custody over the firm's accounts.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
LPL Financial LLCBroker
1st Global Capital CORP.Broker
State Registrations7 states
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