Matthew Bagell
Matthew Bagell is a registered investment advisor at LPL Financial LLC, based in Ardmore, PA, 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
40 E Montgomery Ave., 4th Flr, Ste 417, Ardmore, PA, 19003
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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 ActivitiesSells Insurance
Matthew operates under several DBAs for his LPL business: Bridge Wealth Advisors, Bash Capital, and BJL Wealth Management, dedicating a significant amount of time to Bash Capital (full-time). He also has a non-variable insurance business and owns York 801 LLC and ABC LLC for tax/investment purposes, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Bridge Wealth Advisors
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
State Registrations17 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.