Matthew Kavanagh is a registered investment advisor at LPL Financial LLC, based in Brookfield, WI, with 7 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
325 N. Corporate Dr. #100, Brookfield, WI, 53045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is an Investment Advisor Representative (IAR) with Great Valley Advisor Group, dedicating full-time hours to providing investment advisory services. He also operates under the DBA Next Level Planning & Wealth Management for his LPL business, also dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLC
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Empower Financial Services, INC.Broker
State Registrations1 state
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