MF
MF

Michael Fedash

12 Years of Experience
Harrisburg, PA
Broker

Michael Fedash is a registered investment advisor at LPL Financial LLC, based in Harrisburg, PA, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

8100 Derry St, Harrisburg, PA, 17111

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael operates under the DBAs Members 1st Investment Services and Wealth Management, associated with Members 1st Federal Credit Union and LPL business, dedicating full-time hours to these activities. He also engages in real estate rental through Chalets of Raystown, spending minimal time on this endeavor.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 5 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 5 mos
Previous Registrations
Invest Financial Corporation
October 2013 - February 2018 · 4 yrs 4 mos
Invest Financial CorporationBroker
September 2013 - February 2018 · 4 yrs 5 mos
State Registrations21 states
AKCACODCDEFLGAINKSMAMDMENCNJNYPASDTXVAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.