Andrew Morris is a registered investment advisor at LPL Financial LLC, based in Rochester, MI, with 3 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
414 East Street, Rochester, MI, 48307
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew operates under the DBA Aquest Wealth Strategies for his LPL business, dedicating full-time hours to it. He also has outside W-2 employment with Corewell Health (Beaumont Health), spending about 20% of his time there.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fairway Investment Group, LLC
Paradigm Equities, INC.Broker
State Registrations1 state
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