Irwin Sobers is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hanover, MD, with 23 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
7065 Arundel Mills Circle, Hanover, MD, 21076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Irwin operates Tower Wealth Management as a DBA for his LPL business, dedicating full-time hours during securities trading. He also manages residential rental property through Sobers & Associates, LLC, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations36 states
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