Miguel Gonzalez
Miguel Gonzalez is a registered investment advisor at LPL Financial LLC, based in North Bergen, NJ, with 22 years of industry experience. Miguel 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
7912 River Road Apt. 514, North Bergen, NJ, 07047
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2026Customer Dispute
August 2015Other Business ActivitiesSells Insurance
Miguel works as a registered investment advisor, providing financial planning and asset management, dedicating nearly full-time hours to this. He also sells non-variable life insurance, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ing Financial Advisers, LLCBroker
State Registrations13 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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