Matthew Stutes is a registered investment advisor at LPL Financial LLC, based in Canby, OR, with 12 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
486 NW 2nd Avenue, Canby, OR, 97013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is doing business as Cornerstone Wealth Management, dedicating 90% of his time to it. He also has a home-based business entity, Stutes Investments Inc., for tax/investment purposes, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations14 states
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