Robert Bohli is a registered investment advisor at LPL Enterprise, LLC, based in Houston, TX, with 32 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
1233 West Loop South, Suite 1100, Houston, TX, 77027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the business owner of Mako V Investments, LLC, which holds a classic car collection, and manages Prindle Enterprises, LLC and Mako Plaza, LLC, both real estate rental entities. He also acts in a fiduciary capacity as POA for his mother in a nursing home and for the Estate of Robert G. Bohli, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Waddell & ReedBroker
Waddell & Reed
Hd Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
Investment Professionals, INC.
Investment Professionals, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations39 states
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