Michael Barancyk
Michael Barancyk is a registered investment advisor at LPL Financial LLC, based in Crown Point, IN, with 24 years of industry experience. Michael 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
55 W 94th Pl, Crown Point, IN, 46307
Get directionsHistory
Regulatory History (2)
Judgment / Lien
March 2015Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Michael co-owns Oak Partners LLC, a real estate rental business, since 2007. He also sells life insurance (term and universal) through Payne Insurance, and dedicates minimal time to real estate rental and Oak Partners, Inc.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations31 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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