Richard Haberstroh
Richard Haberstroh is a registered investment advisor at LPL Enterprise, LLC, based in Atlanta, GA, with 7 years of industry experience. Richard 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
3343 Peachtree Road, N.E., Suite 700, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2025Other Business Activities
Richard volunteers at the YWCA of Central Alabama, attending public events. This activity requires minimal time commitment.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations2 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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