Ronald Iacobelli is a registered investment advisor at LPL Financial LLC, based in Troy, MI, with 29 years of industry experience. Ronald 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
755 W Big Beaver - Suite 2020, Troy, MI, 48084
Get directionsHistory
Regulatory History (2)
Regulatory
March 2011Customer Dispute
October 2008Other Business Activities
Ronald operates as Unisource Wealth Advisors, a DBA for his LPL business. He also owns rental real estate, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Spc
Sigma Financial CorporationBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Maximum Financial Investment Group, INC.Broker
Olde Discount CorporationBroker
State Registrations5 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.
Exams
More Advisors
- James Bochenek, CFPLPL Financial LLC
- Gary BarneyLPL Financial LLC
- Annmarie MikolajczakLPL Financial LLC
- Justin Hulett, CFP, ChFCLPL Financial LLC
- Robert Maks, CFPLPL Financial LLC
- Edward Lambert, CFPLPL Financial LLC