Bert Doerhoff
Bert Doerhoff is a registered investment advisor at LPL Financial LLC, based in Jefferson, MO, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
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.