Mitchell Borst
Mitchell Borst is a registered investment advisor at LPL Financial LLC, based in Maumee, OH, 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
580 Longbow Dr Ste 106, Maumee, OH, 43537
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mitchell operates his LPL business through Priority Wealth Partners and Gladstone Wealth Partners, dedicating full-time hours to each. He also works with One Resource Group selling non-variable insurance (a few hours per week), has a business entity for tax/investment purposes (minimal time), works outside the investment industry at Tailgaters (about a quarter of his time), and is in a business partnership with FIST Office Partners LLC (minimal time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations4 states
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