Robert Schubert is a PFS-designated registered investment advisor at LPL Financial LLC, based in Wind Gap, PA, with 22 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
40 S Broadway, Wind Gap, PA, 18091
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates his LPL business under the DBA One Financial Services and also provides tax preparation services through RCS Financial Services and Emilio J Morrone, LLC, dedicating minimal time to the latter. Additionally, Robert works as a musician under Chuck Schubert Entertainment, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Royal Alliance Associates, INC.Broker
Investment Advisors Asset Management, LLC
Investment Advisors & Consultants, INC.Broker
State Registrations4 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.