Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The OMP program has an annualized account fee, negotiable up to a maximum of 2.50% of assets, charged quarterly in advance. LPL also assesses a $5 transaction charge on each purchase and sale, but this is waived if an eligible contribution was made in the previous 365 days. Clients also pay other miscellaneous administrative or custodial-related fees. There are also fees charged by the Optimum Funds themselves. If the account is closed within the first six months, LPL and LPLE reserve the right to retain the pre-paid quarterly Account Fee.
Areas of Practice
Advisor Information
Office location
32341 Vine Street, Willowick, OH, 44095
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No disclosures, customer disputes, or regulatory actions on file.
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Matthew is affiliated with Greybridge Financial Group and Tyler-Stone Wealth Management, LLC, spending full-time on these investment-related activities. He also owns Greybridge Properties, LLC, CP's Cooler (an ice cream business), and is a notary, while his spouse owns a tax preparation firm, DRC Financial Services DBA Hupp Tax Service.