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Michael Mcneily

19 Years of Experience
Western Springs, IL
Broker

Michael Mcneily is a registered investment advisor at LPL Financial LLC, based in Western Springs, IL, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

600 Hillgrove Ave # 2, Western Springs, IL, 60558

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael operates his LPL business through McNeily and Company since 2012. He also formed Stone House Investors LLC in 2021 for tax/investment purposes, specifically to invest in Posterity Health, Inc.

Employment History
Current Registrations
LPL Financial LLC
July 2012 - Present · 13 yrs 10 mos
LPL Financial LLCBroker
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Edward Jones
April 2007 - July 2012 · 5 yrs 3 mos
Edward JonesBroker
July 2006 - July 2012 · 6 yrs
State Registrations25 states
ARAZCACODCDEGAIAIDILINKYMAMNMONCNVNYOHOKORPAUTVAWI
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.