Mitchell Niderstros is a CFP-designated registered investment advisor at LPL Financial LLC, based in Export, PA, with 6 years of industry experience. Mitchell 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
4000 Triangle Lane #200, Export, PA, 15632
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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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 Registrations28 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.
Exams
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- Stephanie Bracken, CFPLPL Financial LLC