Robert Eustice
Robert Eustice is a ChFC-designated registered investment advisor at LPL Enterprise, LLC, based in Marion, IA, with 36 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
Marion, IA
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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 receives non-variable insurance commission trails from individual long-term care insurance (LTCI) policies he wrote for himself and his spouse. This activity started in 2017 and requires minimal time.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Edward Jones
Edward JonesBroker
The Leaders Group, INC.Broker
Saybrus Equity Services, INCBroker
Ing Financial Partners, INC.Broker
Lincoln Financial Securities CorporationBroker
NFP Securities, INC.Broker
Ing Financial Partners, INC.Broker
Signator Investors, INC.Broker
Locust Street Securities, INC.Broker
Locust Street Securities, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Connecticut Mutual Financial Services, INC.Broker
Connecticut Mutual Financial Services, INC.Broker
New York Life Securities CORP.Broker
State Registrations12 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.