Michael Didion is a CFP-designated registered investment advisor at LPL Financial LLC, based in Colorado Springs, CO, 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
2139 Chuckwagon Rd Suite 15, Colorado Springs, CO, 80919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates Didion Wealth Management as a DBA for his LPL business and Didion Tax Services LLC, where he works as an agent/owner doing tax preparation and accounting, dedicating a few hours per week. He also owns a real estate rental property, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations9 states
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