Michael Mayer
Michael Mayer is a registered investment advisor at LPL Financial LLC, based in Meridian, ID, with 22 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
105 E. Idaho Ave, Meridian, ID, 83642
Get directionsHistory
Regulatory History (2)
Financial
November 2018Customer Dispute
February 2015Other Business Activities
Michael operates his LPL business under the DBA Trillium Financial Group, dedicating nearly full-time hours to it. He is also a co-owner of SPWG LLC, a real estate rental business, and the sole owner of Mayer Capital Management, a business entity for tax/investment purposes, dedicating nearly full-time hours to this as well.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Wm Financial Services, INC.Broker
State Registrations15 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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