Matthew Denardo
Matthew Denardo is a registered investment advisor at LPL Enterprise, LLC, based in Ewing Twp, NJ, with 16 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 Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
850 Bear Tavern Road, Suite 105, Ewing Twp, NJ, 08628
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2022Other Business ActivitiesSells Insurance
Matthew is a little league coach, dedicating a few hours per week to this activity. He also works full-time as a financial advisor with The Clark Group LLC.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
New England SecuritiesBroker
State Registrations9 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
More Advisors
- Michael Haderer, CFPLPL Enterprise, LLC