MB
CFP
MB
CFP

Michael Branthover

10 Years of Experience
Columbia, MD
BrokerSells Insurance

Michael Branthover is a CFP-designated registered investment advisor at LPL Financial LLC, based in Columbia, MD, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

7230 Lee Deforest Dr Ste 203, Columbia, MD, 21046-3249

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is a notary public, dedicating minimal time to this activity. He also operates under the DBA DAY Financial Group, Inc. for his LPL business, which is nearly full-time. Additionally, Michael is an agent for Capital Metro Financial Services, Inc., selling life, health, disability, and LTC insurance.

Employment History
Current Registrations
LPL Financial LLC
January 2016 - Present · 10 yrs 6 mos
LPL Financial LLCBroker
October 2015 - Present · 10 yrs 9 mos
Previous Registrations
Hergenroeder Financial Advisors, INC.
February 2016 - March 2020 · 4 yrs 1 mo
State Registrations3 states
FLMDVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.