Ronald Garutti is a CFP-designated registered investment advisor at LPL Financial LLC, based in Branchburg, NJ, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
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.
3322 Route 22 Ste 1003 Bldg 10, Branchburg, NJ, 08876
Get directionsRonald operates Newroads Financial Group and Lifetime Financial Planning as DBAs for his LPL business, dedicating full-time hours to these investment-related activities. He also sells life insurance, disability insurance, long-term care insurance, and fixed annuities, spending minimal time on these activities.
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.