Robert Dietrich
Robert Dietrich is a registered investment advisor at LPL Financial LLC, based in Rochester, MI, with 32 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
414 East Street, Rochester, MI, 48307
Get directionsHistory
Regulatory History (1)
Criminal
November 2017Other 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
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations9 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.