Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.10% to 2.0% of assets under management, depending on portfolio size and strategies. Financial planning fees are charged as a one-time flat fee ($150 to $10,000) or an ongoing yearly flat fee, billed quarterly. Combined financial planning and investment management fees range from 0.25% to 2.0%. Fees are negotiable. The minimum relationship size is $100,000, but this may be negotiable.
Areas of Practice
Advisor Information
Office location
7 West Square Lake Road, Suite 112, Bloomfield Hills, MI, 48302
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.
Learn about disclosures →Other Business Activities
Robert is a partner in CART Investments, an LLP investing in real estate, dedicating minimal time. He is also a partner in Hawk Partners LLC and Hawk Investment LLC, both investment-related, dedicating minimal time to each.