Robert Hein is a registered investment advisor at LPL Financial LLC, based in Utica, MI, with 10 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
7669 Auburn Rd, Utica, MI, 48317
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates QOLity Financial Services as a DBA for his LPL business since 2016. He also has RH3 Consulting INC for tax/investment purposes, dedicating full-time hours during trading, and Qolity Tax Services for tax preparation/accounting, taking about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations7 states
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