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Matthew Glass

LPL Enterprise, LLC
14 Years of Experience
Bedminster, NJ
1 DisclosureBroker
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Matthew Glass is a registered investment advisor at LPL Enterprise, LLC, based in Bedminster, NJ, with 14 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 Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

135 Us Highway 202/206, Suite 3, Bedminster, NJ, 07921

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History

Regulatory History (1)
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Financial
August 2023
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Enterprise, LLC
June 2025 - Present · 1 yr 4 mos
LPL Enterprise, LLCBroker
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Allstate Financial Services, LLCBroker
November 2020 - December 2021 · 1 yr 1 mo
Morgan StanleyBroker
February 2011 - June 2018 · 7 yrs 4 mos
Morgan Stanley
February 2011 - June 2018 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2006 - February 2011 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2006 - February 2011 · 4 yrs 7 mos
State Registrations3 states
NJNYPA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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