Robert Eustice
Robert Eustice is a ChFC-designated registered investment advisor at LPL Enterprise, LLC, based in Marion, IA, with 37 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 Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
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.
Exams
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