Matthew Rohde
Matthew Rohde is a registered investment advisor at LPL Financial LLC, based in Fairview Park, OH, with 26 years of industry experience. Matthew 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
4379 W 219th St Ste 101, Fairview Park, OH, 44126
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2005Other Business Activities
Matthew operates Ohio Investment Partners as a DBA for his LPL business. He also has a business entity, LRS, for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Financial Management Strategies, INC.
Walnut Street Securities, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
State Registrations35 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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