Michael Blackham
Michael Blackham is a registered investment advisor at LPL Financial LLC, based in Taylorsville, UT, with 21 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
3065 W. 5400 S., Taylorsville, UT, 84129
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2021Other Business ActivitiesSells Insurance
Michael is an insurance representative for Mountain America Insurance since 2007, selling fixed annuities, life, health, and disability insurance, dedicating minimal time to this. Since 2020, Michael also spends about a quarter of his time on Mountain America Investment Services as a DBA for LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Xcu Capital Corporation, INC.Broker
Xcu Capital Corporation, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations29 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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