Robert Clower
Robert Clower is a registered investment advisor at LPL Financial LLC, based in Mashpee, MA, with 34 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
11 Cape Dr Ste 18, Mashpee, MA, 02649
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2013Customer Dispute
August 2008Regulatory
October 2004Other Business ActivitiesSells Insurance
Robert is a notary, spends about half his time on his LPL business (Clower Wealth Management), and acts as a trustee for multiple trusts. He also engages in non-variable insurance activities, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Equity Services, INC.Broker
Sun Investment Services CompanyBroker
State Registrations19 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.