Robert Sanfilippo is a registered investment advisor at LPL Financial LLC, based in New Lenox, IL, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
280 Veterans Parkway, New Lenox, IL, 60451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is involved in real estate rental through 55 Skyhigh LLC since 2010. He also operates his LPL business under the DBA Wintrust Investments, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wintrust Investments
Wintrust Investments LLCBroker
Dougall & Associates INC.Broker
State Registrations11 states
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