Michael Rubin
Michael Rubin is a registered investment advisor at LPL Enterprise, LLC, based in Orland Park, IL, with 15 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 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
16520 106th Ct, Orland Park, IL, 60467
Get directionsHistory
Regulatory History (1)
Regulatory
March 2003Other Business ActivitiesSells Insurance
Michael is involved with Prudential as a non-variable insurance/insurance agency, selling fixed life insurance products since November 2024. This takes about 10-20% of his time, with 20 hours during trading hours.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Tjm Investments, LLCBroker
Equitec Trading, LLCBroker
Sphinx Trading, LPBroker
State Registrations16 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
More Advisors
- Richard Morowczynski, CFPLPL Financial LLC
- Edward Murphy, CFPLPL Financial LLC
- Cynthia Menker, CFPContour Financial
- Joseph Suhadolc, CFPFifth Third Securities, INC.
- Christopher Crull, CFPFifth Third Securities, INC.
- Timothy Quinn, CFPQuinn Financial Planning, LLC