Michael Alvarez
Michael Alvarez is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 16 years of industry experience. Michael 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
2445 5th Ave Ste 345, San Diego, CA, 92101
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2020Other Business Activities
Michael operates under the DBA Seapoint Wealth Advisors for his LPL business, dedicating full-time hours to it. He also has two LLCs, AlvaKirb LLC for tax/investment purposes and LM Beckens LLC as a sole owner for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
State Registrations20 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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