Matthew Shrope is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ventura, CA, with 19 years of industry experience. Matthew 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
1171 S Victoria Ave Suite 2A, Ventura, CA, 93003
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2019Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Farmers Financial Solutions, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 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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