Mitchell Niderstros is a CFP-designated registered investment advisor at LPL Financial LLC, based in Export, PA, with 5 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
4000 Triangle Lane #200, Export, PA, 15632
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mitchell operates several DBAs for his LPL business, including Your Total Solution Wealth Management LLC, YTS Wealth Management, Yeckley, Tantlinger, & Subich Wealth Management, The Good Life Companies, and The Alderson Group at YTS Wealth Management. He spends about three-quarters of his time on these activities, with about 30 hours per month during trading hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Hefren-Tillotson, INC.
Hefren-Tillotson, INC.Broker
State Registrations27 states
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