Robert Stewart
Robert Stewart is a registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 24 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
314 W 15th St Ste 100, Vancouver, WA, 98660
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business Activities
Robert operates Laurus Wealth Management as a DBA for his LPL business, dedicating about a quarter of his time. He also owns RLS Investments, LLC for tax/investment purposes, also dedicating about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Edward JonesBroker
Phillips & Company Securities INC.Broker
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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