Matthew Valle
Matthew Valle is a registered investment advisor at LPL Financial LLC, based in Pittsford, NY, 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
141 Sully'S Trail Ste 12, Pittsford, NY, 14534
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2018Other Business ActivitiesSells Insurance
Matthew is involved with Mutual of Omaha (since 2004) and KAFL insurance resources (since 2024) selling non-variable insurance. The KAFL role is investment-related and takes about a quarter of Matthew's time, with 10 hours during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Key Investment Services LLCBroker
Park Avenue Securities LLCBroker
Principal Securities, INC.Broker
Pruco Securities, LLC.Broker
MML Investors Services, LLCBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations2 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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