Michael Towle is a registered investment advisor at LPL Financial LLC, based in Mansfield, OH, with 16 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
625 Lexington Ave, Ste 2B, Mansfield, OH, 44907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates under two DBAs for his LPL business: Navigator Wealth Management since 2019 and NavCap Wealth Management since 2024, dedicating full-time hours to the latter. He also serves as Interim Chief for Worthington Township Fire Department, spending a few hours per week on this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Terra Securities CorporationBroker
World Group Securities, INC.Broker
State Registrations12 states
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