Heather Mcmaster
Heather Mcmaster is a registered investment advisor at LPL Financial LLC, based in Wadsworth, OH, with 7 years of industry experience. Heather 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
Wadsworth, OH
Get directionsHistory
Regulatory History (1)
Financial
September 2018Other Business Activities
Heather operates under the DBA McMaster Financial for her LPL business since 2021. She also works as a dental hygienist, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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
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