Matthew Michael is a registered investment advisor at LPL Financial LLC, based in Gilbert, AZ, with 18 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
890 West Elliott Road #101, Gilbert, AZ, 85233
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew coaches baseball to youth through the Arizona Diamondbacks training centers, dedicating about 10-20% of his time. He also operates Illuminate Wealth Advocates, LLC and Illuminate Tax Advisors, LLC, spending nearly full-time hours on each, providing investment and tax services respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Unified Wealth Management, LLC
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
State Registrations19 states
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