Matthew Fox
Matthew Fox is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, 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
4707 Executive Dr, San Diego, CA, 92121-3091
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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 ActivitiesSells Insurance
Matthew operates Midwest Choice Financial as a DBA for his LPL business and is a notary. He also has Fox Financial Inc. for tax/investment purposes, sells non-variable insurance, owns No Drinking on Ground LLC, and Musentpro LLC, dedicating about half his time to Fox Financial Inc., about 10-20% of his time to No Drinking on Ground LLC, and about 10-20% of his time to Musentpro LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations15 states
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