Robert Schulte is a registered investment advisor at LPL Financial LLC, based in Powell, WY, with 6 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
254 E 2nd Street, Suite 2, Powell, WY, 82435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates under several DBAs for his LPL business, including Golden State Wealth Management and By The Sea Wealth Management. He provides investment advisory services through Golden State Wealth Management LLC, dedicating full-time hours to this activity and about a quarter of his time to other related activities.
Employment History
Current Registrations
LPL Financial LLCBroker
Golden State Wealth Management, LLC
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations8 states
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