Michael Rubino
Michael Rubino is a registered investment advisor at LPL Financial LLC, based in Rochester, MI, with 43 years of industry experience. Michael 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
414 East Street, Rochester, MI, 48307
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
January 2005Other Business ActivitiesSells Insurance
Michael operates under several DBAs for his LPL business, AQuest Wealth & Tax Strategies and AQuest Wealth Strategies. He also engages in non-variable insurance sales, real estate rental, and owns a fish & hunt club, among other activities, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Centaurus Financial, INC.
Brokerage Design & Development, INC.Broker
Centaurus Financial, INC.Broker
Titan/value Equities Group, INC.Broker
First Investors CorporationBroker
State Registrations13 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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