Robert Stankowski
Robert Stankowski is a registered investment advisor at LPL Financial LLC, based in Bethany, DE, with 30 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.
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
Bethany, DE
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2009Other Business ActivitiesSells Insurance
Robert operates Star Wealth Group as a DBA for his LPL business, dedicating nearly full-time hours to it. He also engages in non-variable insurance activities through Star Wealth Group and owns rental real estate, each taking a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations16 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.