Robert Foss is a registered investment advisor at LPL Financial LLC, based in Plymouth, MN, with 37 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
505 N Highway 169 Suite 260, Plymouth, MN, 55441
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates Vantage Point Wealth Management as a DBA for his LPL business. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Princor Financial Services CorporationBroker
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
Ids Marketing CorporationBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.