Robert Fries is a registered investment advisor at LPL Financial LLC, based in Westlake, OH, with 21 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
27865 Clemens Rd, Suite 4, Westlake, OH, 44145
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Regulatory History (1)
Customer Dispute
April 2014Other Business Activities
Robert operates Old Fort Wealth Management and Stratos Wealth Partners as DBAs for his LPL business and provides investment advisory services through Stratos Wealth Partners, LTD. He also coaches basketball at Monroeville Local Schools for a few hours per week.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations11 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.