Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The OMP program has an annualized account fee, which is negotiable between the client and LPLE, with a maximum of 2.50% of the assets in the account. This fee is payable quarterly in advance. The account fee covers asset management, administrative, and custodial services. LPL also assesses a $5 transaction charge on each purchase and sale, but this is waived if an eligible contribution has been made within the previous 365 days. LPL generally requires a minimum account value of $1,000, but eligible contributions are required for accounts below $10,000.
Areas of Practice
Advisor Information
Office location
Foster Plaza 6, 681 Andersen Drive, Suite 100, Pittsburgh, PA, 15220
Get directionsRegulatory History (1)
Customer Dispute
November 2002Other Business ActivitiesSells Insurance
Robert is involved with Hapanowicz & Associates Financial Services, Inc. and The LRM Group, selling non-variable insurance, dedicating minimal time and a few hours per week respectively. He also provides investment advisory services through Hapanowicz & Associates Financial Services, Inc. and HAPANOWICZ & ASSOCIATES WEALTH MANAGEMENT, and is the owner/supervisor of Hapanowicz Financial Tax Services, LLC, spending full-time hours on the advisory services and about half his time on the tax service.