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CFP

Annette Mctaggart

LPL Financial LLC
23 Years of Experience
Saginaw, MI
BrokerSells Insurance
View SEC Summary
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Annette Mctaggart is a CFP-designated registered investment advisor at LPL Financial LLC, based in Saginaw, MI, with 23 years of industry experience. Annette 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3126 Davenport, Saginaw, MI, 48602

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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 ActivitiesSells Insurance

Annette has several outside business activities, including McDonald Financial Services, non-variable insurance sales, and McDonald & Associates CPA PC. She also owns a construction equipment rental company, real estate rental property, and two business entities for tax/investment purposes, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLC
November 2020 - Present · 5 yrs 11 mos
LPL Financial LLCBroker
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Royal Alliance Associates, INC.
January 2010 - November 2020 · 10 yrs 10 mos
Royal Alliance Associates, INC.Broker
August 2005 - November 2020 · 15 yrs 3 mos
Ing Financial Partners, INC.Broker
December 2002 - August 2005 · 2 yrs 8 mos
State Registrations3 states
MIORTX
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.
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