Robert Lamm
Robert Lamm is a registered investment advisor at LPL Enterprise, LLC, based in Auburn Hills, MI, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
2701 Cambridge Court, Suite 480, Auburn Hills, MI, 48326
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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 →Other Business ActivitiesSells Insurance
Robert owns 3BTechnology LLC, a non-active company used for receiving pay and paying expenses related to his Prudential business. He also works as a Financial Professional at Summit Financial Partners, dedicating about half his time to sales and service of insurance and investments.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Elevated Performance Investment Group, LLC
Crown Capital Securities, L.P.Broker
Independence Capital CO., INC.Broker
State Registrations4 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.