Troy Breitmann is a CFP-designated registered investment advisor at LPL Financial LLC, based in Augusta, GA, with 2 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
7 George C Wilson Ct, Augusta, GA, 30909-6593
Get directionsHistory
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 Activities
Troy operates Queensborough Investments as a DBA for his LPL business since September 2023. He also works as a Trust Officer for Queensborough National Bank & Trust since January 2024, dedicating nearly full-time hours to this role during trading hours.
Employment History
Current Registrations
LPL Financial LLC
State Registrations1 state
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
More Advisors
- Thomas Powers, CFPLPL Financial LLC
- John AllensworthLPL Financial LLC
- Shannon Neal, CFPLPL Financial LLC
- Jason Neal, CFPLPL Financial LLC
- Carolyn Hodge, CFPLPL Financial LLC
- Gerald Rogers, CFPFirethorn Wealth Partners, LLC