Hugh Breslin
Hugh Breslin is a CFP-designated registered investment advisor at LPL Financial LLC, based in Baltimore, MD, with 18 years of industry experience. Hugh 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
1500 Sulgrave Ave, Baltimore, MD, 21209
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Hugh operates his LPL business through Armstrong Dixon, offering insurance and advisory services, dedicating full-time hours. He also provides investment advisory services through ADE LLC and sells non-variable insurance through Capitol Metro, dedicating a few hours per week.
Employment History
Current Registrations
Armstrong Dixon
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Triad Advisors, INC.
Planning Solutions Group, LLC
Triad Advisors, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations15 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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