Richard Brusky
Richard Brusky is a registered investment advisor at LPL Financial LLC, based in Park City, UT, with 47 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 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
Park City, UT
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
Richard co-owns Leasing Express Inc., a capital equipment leasing company, with his spouse, dedicating minimal time. He also serves as co-executor for his father-in-law and trustee for his brother's trust, spending minimal time on each and these activities are investment related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Everen Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Blyth Eastman Dillon & CO. IncorporatedBroker
State Registrations13 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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