Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Investment Supervisory Services (ISS) fees for Portfolio Freedom Accounts are based on a percentage of assets under management, ranging up to 2.50% annually. Pension Consulting fees are negotiated per plan, not to exceed 1.50% of assets under advisement, or a flat fee not to exceed $2,500. Financial planning fees are calculated on an hourly basis, with a maximum of $495 per hour. There is no minimum account size, but CIGI reserves the right to decline management services.
Areas of Practice
Advisor Information
Office location
444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO, 80903
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 co-owns Robeli LLC, which manages residential rental properties, dedicating minimal time. He also serves on the Eastern Colorado Bank Advisory Board, spending minimal time per week.