Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For separately managed accounts and other investment programs, the firm's maximum annual advisory fee is 1.5% of assets under management, not including other program fees. The total maximum annual fee, including all third-party fees and the firm's advisory fee, will not exceed 2.25%. Financial planning fees are based on the specific services provided and the complexity of the client's situation, typically $250 per hour or $500-$1500/month for ongoing services. One-time financial plans are charged on a project basis. Minimum account sizes range from $5,000 to $100,000, but may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
1636 Logan Street, Denver, CO, 80203
Get directionsRegulatory 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.
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Robert owns Lifestyle Financial Advisors, a financial planning and wealth management firm, and is involved in several family real estate investment companies. He also serves on the investment committee for American Growth Fund and is an employee of Investment Research Corporation, dedicating a few hours per week to each.