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Robert Dietrich

LPL Financial LLC
32 Years of Experience
Rochester, MI
1 DisclosureBroker
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Robert Dietrich is a registered investment advisor at LPL Financial LLC, based in Rochester, MI, with 32 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

414 East Street, Rochester, MI, 48307

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History

Regulatory History (1)
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Criminal
November 2017
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert operates Aquest Wealth Strategies as a DBA for his LPL business and as a business entity for tax/investment purposes. He dedicates minimal time to this activity outside of his LPL work.

Employment History
Current Registrations
LPL Financial LLC
June 2015 - Present · 11 yrs 4 mos
LPL Financial LLC
June 2015 - Present · 11 yrs 4 mos
LPL Financial LLCBroker
June 2015 - Present · 11 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 2009 - July 2015 · 5 yrs 9 mos
Ameriprise Financial Services, INC.Broker
October 2009 - July 2015 · 5 yrs 9 mos
Ameriprise Advisor Services, INC.
November 2008 - October 2009 · 11 mos
Ameriprise Advisor Services, INC.Broker
February 1994 - October 2009 · 15 yrs 8 mos
State Registrations9 states
CAFLGAILKYMINCOHTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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