Stephen Dillemuth
Stephen Dillemuth is a registered investment advisor at LPL Financial LLC, based in Stuart, FL, with 15 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
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.