Bert Doerhoff is a registered investment advisor at LPL Financial LLC, based in Jefferson, MO, with 26 years of industry experience. Bert operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
1301 Southwest Boulevard, Jefferson, MO, 65109
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Regulatory History (1)
Regulatory
October 2000Other Business Activities
Bert is involved in several business activities, including DBAs for his LPL business, payroll services, farming, real estate rental, tax preparation/accounting, share cropping, notary services, and serving as a non-profit board member. He dedicates about half of his time to Hood Financial Group Inc and a significant amount of time to Hood and Associates CPA.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Aura Wealth Advisors LLC
State Registrations1 state
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.