Michael Brady is a registered investment advisor at LPL Financial LLC, based in Broomall, PA, 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
780 Parkway Blvd., Broomall, PA, 19008
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Regulatory History (1)
Customer Dispute
October 2016Other Business Activities
Michael operates under the DBA Independent Advisor Group for his LPL business, dedicating a few hours per week. He also has Apex Wealth Management for tax/investment purposes and owns Horsham Holdings Group, neither of which require any time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations28 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.