Trobel Bloe is a registered investment advisor at LPL Enterprise, LLC, based in Warwick, RI, with 3 years of industry experience. Trobel 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
475 Kilvert Street, Suite 135, Warwick, RI, 02886
Get directionsHistory
Regulatory History (3)
Judgment / Lien
December 2014Judgment / Lien
November 2014Judgment / Lien
March 2009Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Santander Securities LLCBroker
Nylife Securities LLCBroker
State Registrations3 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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