Michael Tarantino is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Collins, CO, with 22 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
419 Canyon Ave, Ste 320, Fort Collins, CO, 80521
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates Tarantino Wealth Management as a business entity for tax/investment purposes and as a DBA for his LPL business, dedicating full-time hours to the latter. He also owns two rental real estate properties, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
AXA Advisors, LLCBroker
State Registrations25 states
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