Matthew Engelau
Matthew Engelau is a registered investment advisor at LPL Financial LLC, based in Hackettstown, NJ, with 18 years of industry experience. Matthew 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
1001 Route 517, Hackettstown, NJ, 07840-2730
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2023Other Business Activities
Matthew is a Hackettstown Town Council member, dedicating about 10-20% of his time to the role. He attends town council meetings and makes decisions on town matters.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations10 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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