Robert Lasovage is a CFA-designated registered investment advisor at Rda Financial Network, based in Birmingham, MI, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,521 clients with $680M 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 | 2.05% |
Annual fees range up to 2.05% depending on the size and complexity of the account or retirement plan.
Fee Estimator
Location
648 Vinewood Ave, Birmingham, MI, 48009
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rda Financial Network
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Rda Financial Network
Cambridge Investment Research, INC.Broker
State Registrations2 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
More Advisors
- Michael Tituskin, PFSNorthpoint Financial
- Jason Close, CFA, CFPMotive Wealth Advisors, LLC
- John Stein, CFAArax Advisory Partners
- George Sukkar, CFPPrivate Advisor Group, LLC
- Isaiah Bleiler, CFPInnovia Wealth, LLC
- Scott Bennett, CFPRaymond James & Associates, INC.