Matthew Cour
Matthew Cour is a registered investment advisor at LPL Enterprise, LLC, based in Mercer Island, WA, with 9 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
7525 SE 24th Street, Suite 110, Mercer Island, WA, 98040
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Regulatory History (2)
Financial
February 2024Criminal
January 1992Other Business ActivitiesSells Insurance
Matthew receives residual commissions from Guided Medicare Solutions for certifications and in-force policies, dedicating minimal time. He also acts as Trustee for the KJH Family Trust, spending minimal time on this activity.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Regulus Advisors, LLCBroker
Securities America, INC.Broker
State Registrations6 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.