MH
MH

Michelle Hutton

10 Years of Experience
Oak Grove, MO
5 DisclosuresBrokerSells Insurance

Michelle Hutton is a registered investment advisor at LPL Financial LLC, based in Oak Grove, MO, with 10 years of industry experience. Michelle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

500 S Broadway, Oak Grove, MO, 64075

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History

Regulatory History (5)
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Judgment / Lien
August 2019
Judgment / Lien
March 2018
Financial
January 2018
Final
Judgment / Lien
August 2017
Criminal
May 2004
Final Disposition
Other Business ActivitiesSells Insurance

Michelle is involved with Invest and MKI, focusing on non-variable insurance, and Central Investment Advisors, a DBA for her LPL business. Both activities are investment-related.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLC
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Invest Financial Corporation
January 2017 - February 2018 · 1 yr 1 mo
Invest Financial CorporationBroker
August 2016 - February 2018 · 1 yr 6 mos
State Registrations5 states
COKSMNMOTX
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.
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