Matthew Ford is a registered investment advisor at LPL Financial LLC, based in Plano, TX, with 17 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
5800 Granite Pkwy Ste 250, Plano, TX, 75024-6617
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2016Other Business Activities
Matthew operates Legacy Retirement Planning as a DBA for his LPL business. This investment-related activity takes up nearly all of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Prospera Financial Services, INC.Broker
Prospera Financial Services, INC.
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Santander Securities LLCBroker
LPL Financial LLCBroker
Oppenheimer & CO. INC.Broker
Banc of America Investment Services, INC.Broker
Mmc Securities CORP.Broker
State Registrations1 state
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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