Matthew Delaney is a registered investment advisor at LPL Financial LLC, based in Andover, MA, with 17 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
138 River Rd Ste 106, Andover, MA, 01810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew operates GEM Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also owns Machava Realty Group, LLC, a real estate rental business, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Investors CorporationBroker
State Registrations14 states
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