Lindsey Michel is a registered investment advisor at LPL Financial LLC, based in Chicago, IL, 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
123 N. Wacker Dr., Suite 2300, Chicago, IL, 60606
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lindsey works for IHT Wealth Management as a registered investment advisor, dedicating nearly full-time hours to providing investment advisory services. Lindsey also has a DBA for her LPL business through IHT Wealth Management and works as an independent contractor for IHT Securities, LLC, spending about half her time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Iht Wealth Management LLC
Previous Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
LPL Financial LLCBroker
LPL Financial LLC
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
State Registrations53 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.