Adam Robert is a CFP-designated registered investment advisor at LPL Financial LLC, based in Plattsburgh, NY, with 12 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
152 Tom Miller Road, Plattsburgh, NY, 12901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam operates Clute Wealth Management, LLC as a DBA for his LPL business, dedicating nearly full-time hours to it. He also acts in a fiduciary capacity with limited power of attorney and spends minimal time as an article author.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Clute Wealth Management
State Registrations32 states
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