Louis Monaco is a CFP-designated registered investment advisor at LPL Financial LLC, based in High Bridge, 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
High Bridge, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Louis operates under Investors Advisors Financial Group (IAFG) and M5 Financial Management, LLC as DBAs for his LPL business, dedicating about half his time to these investment-related activities. He also serves as a trustee for St. Joseph's Church, spending minimal time on this non-investment related role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Investment Advisors Asset Management, LLC
Investment Advisors & Consultants, INC.Broker
State Registrations19 states
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