RF

Robert William Freshour

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
1,433 clients
Average Client Portfolio
$286K average
Assets Under Management
$410.2M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $3.0M1.25%
$3.0M - $10.0M1.00%
$10M+1.00%

Fees negotiable for accounts above $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Fees are calculated as a percentage of assets under management, charged quarterly in advance. The fee is determined by multiplying one-fourth of the annual percentage rate by the account's fair market value on the last day of each closing calendar quarter. Fees may be higher or lower than those shown due to special client situations, other services performed or other extraordinary circumstances and may be negotiable. The client is always informed in writing of the fee structure in place on their account.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information

Office location

229 W. St. Louis Street, Lebanon, IL, 62254

Get directions
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Investigation
November 2000
Regulatory
March 1993
Final
Civil
December 1991
Final
Employment History
Current Registrations
Markowski Investments
November 2022 - Present · 3 yrs 2 mos
Previous Registrations
Vision Investment Services, INC.Broker
September 2000 - December 2000 · 3 mos
Wedgewood Partners, INC. Broker
February 1991 - August 2000 · 9 yrs 6 mos
Wedgewood Partners, INC. Broker
January 1991 - January 1991 · 0 mos
Germania Securities, INC.Broker
October 1986 - December 1990 · 4 yrs 2 mos
State Registrations2 states
ILKY
Advisor
Exams
No exam information available for this advisor.