Matthew Taylor is a registered investment advisor at LPL Financial LLC, based in Naperville, IL, with 1 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
1750 N Washington St Ste 112A, Naperville, IL, 60563
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the business owner and president of Westward Media, spending minimal time per month. He also works full-time for Travis Wealth Management as a DBA for LPL business and spends about a third of his time as a camera assistant for IATSE Local 600.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations4 states
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