Michael Beck is a registered investment advisor at LPL Financial LLC, based in Hailey, ID, with 14 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
4A6 S Main Street #202, Hailey, ID, 83333
Get directionsHistory
Regulatory History (1)
Regulatory
May 2021Other Business Activities
Michael is affiliated with Accounting & Financial Solutions, dedicating nearly all of his time to this. He also acts in a fiduciary capacity for the Estate of Robert Bartlett II and owns rental property, each taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations3 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.