Michael Sander is a registered investment advisor at LPL Financial LLC, based in Tarrytown, NY, with 20 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
660 White Plains Rd Ste 345, Tarrytown, NY, 10591
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is involved in several business activities. He works with The Creative Planners Group, LTD, and CPG as a DBA for LPL business, dedicating full-time hours to these roles. Michael also manages real estate rentals through Lacey & Haley Holdings, spending a few hours per week, and is involved with MLS Planning & Consulting Inc for tax/investment purposes, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning CorporationBroker
State Registrations10 states
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