Robert Mccarey
Robert Mccarey is a registered investment advisor at LPL Enterprise, LLC, based in Newton, IA, with 18 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 Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
517 1st Ave E, Newton, IA, 50208
Get directionsHistory
Regulatory History (1)
Financial
July 2025Other Business ActivitiesSells Insurance
Robert is involved in several business activities, including retail and storage rental spaces since 2010. He also owns an S Corp selling individual and small group health insurance and Medicap supplemental insurance, and brokers multiple employer plans, in addition to selling fixed insurance, fixed life, fixed annuities, disability insurance, long-term care insurance, and Medicare supplemental insurance.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
LPL Enterprise, LLC
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations16 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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