Michael Zechmann is a CFP-designated registered investment advisor at LPL Financial LLC, based in Daniel Island, SC, 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
224 Seven Farms Dr Ste 200, Daniel Island, SC, 29492
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates under the DBAs Island Park Private Wealth and Sheehan Wealth Partners, dedicating about half of his time to these activities. He also has numerous business entities related to real estate rental, tax/investment purposes, and dentistry, and is the owner of Salty Oak Farm Holdco, LLC and Salty Oak Equestrian, LLC, and is an author.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations37 states
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