Matthew Fountain is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sarasota, FL, with 28 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
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is an investment advisor representative (IAR) with Total Clarity Wealth Management, dedicating full-time hours to providing investment advisory services. He also uses Total Clarity Wealth Management, Inc. as a DBA for his LPL business and is involved with Fountain SRQ, LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
Total Clarity Wealth Management, INC
LPL Financial LLCBroker
Previous Registrations
Capital Point Financial Group, LTD.
Gaines Financial Group
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations11 states
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