Michael Zechmann is a CFP-designated registered investment advisor at LPL Financial LLC, based in Daniel Island, SC, with 18 years of industry experience. Michael 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
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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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 Registrations36 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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