Robert Griesemer
Robert Griesemer is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Chester, PA, with 42 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Chester, PA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert operates Financial House and Financial House Advisors, LLC as DBAs for his LPL business. He is also involved in tax preparation/accounting through Certified Consultants Inc., owns CFC Inc. for tax/investment purposes, and has real estate rental ventures, dedicating about a quarter of his time to Certified Consultants Inc. and a few hours per week to Road 9 LLC and Gavin Griesemer.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities Corporation
Financial House, INC.
Independent Advisers Group CORP
Lincoln Financial Securities CorporationBroker
Mutual Service CorporationBroker
Heather Agency, INC.Broker
Guardian Investor Services CorporationBroker
Nml Equity Services, INC.Broker
State Registrations25 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.