Michael Napier
Michael Napier is a registered investment advisor at LPL Financial LLC, based in Lawrence, KS, 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
832 Pennsylvania St, Ste 1000, Lawrence, KS, 66044
Get directionsHistory
Regulatory History (1)
Regulatory
March 2021Other Business ActivitiesSells Insurance
Michael is an investment advisor through Cordell Wealth Management and Cordell & Associates, dedicating about a quarter of his time and full-time respectively. He also works with various insurance carriers as a financial advisor and serves as Lead Minister/President for Kingdoms United, Inc., a non-profit religious organization, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Waddell & Reed
Waddell & ReedBroker
NFP Securities, INC.
NFP Securities, INC.Broker
State Registrations19 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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