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Matthew Wilson

LPL Financial LLC
18 Years of Experience
South Bend, IN
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Matthew Wilson is a registered investment advisor at LPL Financial LLC, based in South Bend, IN, 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

54505 26th St. Suite E, South Bend, IN, 46635

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew operates Cornerstone Wealth Services and Cornerstone Wealth Portfolios as DBAs for his LPL business. He also receives trails from non-variable insurance and is an insurance producer for Pickett Group Inc, dedicating minimal time to this activity, and owns rental real estate through Legacy Wealth Management.

Employment History
Current Registrations
LPL Financial LLC
October 2021 - Present · 5 yrs
LPL Financial LLC
October 2021 - Present · 5 yrs
LPL Financial LLCBroker
October 2021 - Present · 5 yrs
Previous Registrations
Edward Jones
July 2008 - October 2021 · 13 yrs 3 mos
Edward JonesBroker
June 2008 - October 2021 · 13 yrs 4 mos
State Registrations16 states
AZCOFLGAILINMINHOHORRISCTXVAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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