Robert Reichelt
Robert Reichelt is a registered investment advisor at LPL Financial LLC, based in Arlington, VA, with 27 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
Arlington, VA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2019Other Business ActivitiesSells Insurance
Robert is an insurance agent since 2015, selling and servicing life, health, and long-term care insurance products, dedicating minimal time. He is also a Board Member, Director, and Owner of Grey Havens Financial Consulting, running operations and compliance, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations11 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
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