Matthew Vaage
Matthew Vaage is a registered investment advisor at LPL Financial LLC, based in Highlands Ranch, CO, 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
Highlands Ranch, CO
Get directionsHistory
Regulatory History (1)
Financial
December 2017Other Business Activities
Matthew operates Slate Capital as a DBA for his LPL business. This activity is investment-related and occurs at his reported business location.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations7 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.