Matthew Lancaster is a registered investment advisor at LPL Financial LLC, based in Littleton, CO, 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
7991 Shaffer Pkwy, Littleton, CO, 80127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew operates LifeWealth Planning Group as a DBA for his LPL business, dedicating full-time hours to it. He also manages Bridge Portfolio Management LLC for tax/investment purposes, spending minimal time on it, and owns rental real estate property since 2005.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations38 states
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