Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees are a maximum of 2.50% annually, based on the engagement's scope and complexity. Financial planning and consulting are charged hourly (up to $500/hour) or flat fees ($500 to $25,000), based on the engagement. Retirement plan consulting fees do not exceed 1.00% of plan assets under management. Fees are generally prepaid quarterly, with direct debit from client accounts. The firm has an economic incentive to trade infrequently within a wrap fee program, because frequent trading lowers the firm’s profitability.
Areas of Practice
Advisor Information
Office location
200 Applebee St, Suite 208, Barrington, IL, 60010
Get directionsRegulatory History (6)
Judgment / Lien
January 2025Judgment / Lien
December 2024Judgment / Lien
September 2024Judgment / Lien
August 2022Judgment / Lien
August 2021Financial
February 2019Other Business ActivitiesSells Insurance
Robert is a board member for Friends of Shalom for Uganda, dedicating minimal time. He also provides investment advisory services through Sequoia Wealth Management, spending nearly full-time on this. Robert also works with Sequoia Financial Planning and Sequoia Financial Network, an insurance agency selling life, disability, long-term care, and fixed annuity products.