Matthew Donner is a registered investment advisor at LPL Financial LLC, based in Chico, CA, 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
2452 Lakewest Dr, Chico, CA, 95928
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew operates under the DBA Asset Management Group for his LPL business, dedicating minimal time. He also has BCD and Lakewest Properties LLC for tax/investment purposes, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations18 states
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