Stephen Dillemuth
Stephen Dillemuth is a registered investment advisor at LPL Financial LLC, based in Stuart, FL, with 15 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
740 SE Indian Street, Stuart, FL, 34997
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Other Business Activities
Stephen operates under the DBA Investment Planning Group for his LPL business, dedicating about a quarter of his time. He is also a 50% owner in GILLMAN, SHAPIRO & DILLEMUTH, PA, as part of a CPA affiliate program, spending nearly full-time hours on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations13 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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