Michael Gatrell is a registered investment advisor at LPL Financial LLC, based in Saint Charles, MO, with 19 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
19 Research Park Court, Saint Charles, MO, 63304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates under Vantage Investment Services Group and Alltru Investment Services as DBAs for his LPL business. He also serves as President/CEO of Members Resource, LLC and Chief Growth & Revenue Officer and President of CUSO Operations at Vantage Credit Union, dedicating about half of his time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sws Financial ServicesBroker
State Registrations7 states
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