Neil Berston is a registered investment advisor at LPL Financial LLC, based in Meridian, ID, 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
Meridian, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Neil operates Tactical Wealth Services LLC as a DBA for his LPL business, dedicating full-time hours to this investment-related activity. He also coaches for Middleton School District and Idaho Strike Volleyball, spending a significant amount of time on these non-investment related activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Edward JonesBroker
Edward Jones
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations13 states
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