Robert Bye is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fargo, ND, with 25 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
818 Main Ave, Suite 8, Fargo, ND, 58103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert operates Diamond Point Wealth Management, LLC as a DBA for his LPL business. He also provides non-variable insurance services through Robert A Bye Insurance Services, spending minimal time on this, and is involved with B Bye Ventures LLC for tax/investment purposes. Additionally, Robert dedicates about 10-20% of his time to performing in two bands, The Bogey Boys Acoustic and The Johnson's Band.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Investment Advisers LLC
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Eide Bailly Advisors, LLC
Securities America, INC.Broker
The O.N. Equity Sales 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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