Robert Loupee
Robert Loupee is a registered investment advisor at RBC Capital Markets, LLC, based in Bloomfield Hills, MI, with 47 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
38505 Woodward Ave, Suite 150, Bloomfield Hills, MI, 48304-5096
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Robert is the treasurer and on the board of directors for Walter's Beach Condominium Association, spending about 10-20% of his time managing HOA fees and paying bills. He also serves as an independent contractor/consultant as an arbitrator for FINRA and is the treasurer and on the board of directors for Accent Pontiac, a youth charity, dedicating minimal time to each.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 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.