Donald Grassi
Donald Grassi is a registered investment advisor at LPL Financial LLC, based in Independence, OH, with 33 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
4401 Rockside Road Ste 310, Independence, OH, 44131
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2005Other Business Activities
Donald operates his LPL business through ViewPoint Wealth Partners, dedicating nearly full-time hours to it. He also owns Oak Tree 100, LLC and Invman LLC, both business entities for tax/investment purposes only, requiring minimal time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations13 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.