Robert Mojsej
Robert Mojsej is a registered investment advisor at LPL Financial LLC, based in Rochester, NY, with 23 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
1200 Jefferson Rd Ste 300, Rochester, NY, 14623
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2010Other Business Activities
Robert is a partner at Welker Mojsej & Delvecchio CPAs, where he works on tax preparation, accounting, and CPA services, dedicating nearly full-time hours to this role. He also has a business entity, WMD Properties, LLC, for tax/investment purposes, but spends no time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial CorporationBroker
Ensemble Financial Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations3 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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