Matthew Jarrell
Matthew Jarrell is a registered investment advisor at LPL Financial LLC, based in Portage, MI, with 15 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
7900 Kirkland Court, Portage, MI, 49024
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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 has several DBAs related to retirement wealth management. He is also a self-defense instructor, an author for Investopedia, and runs an insurance agency, dedicating about a quarter of his time to the latter two activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations10 states
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