Robert Franer
Robert Franer is a registered investment advisor at LPL Financial LLC, based in Fayetteville, OH, 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
Fayetteville, OH
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Other Business ActivitiesSells Insurance
Robert acts as a trustee for the Jo Ann Franer Trust since 2000. He also engages in non-variable insurance activities through Diversified Brokerage Specialists, TASC, and GoldenCare, dedicating a few hours per week to about a quarter of his time. Robert also operates Castellum Financial as a DBA for his LPL business, taking about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
First American National Securities, INC.Broker
State Registrations11 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.