Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Your advisor is compensated for investment advice by an advisory fee based on the value of assets in your account. This fee provides access to your advisor for financial and life planning consultation. The maximum annual fee that your advisor can charge is 1.25% of the assets being advised or managed. Fees are negotiable at the advisor's discretion. Certain portfolios are Wrap Fee Programs, bundling advisory and transaction costs. Institutional business fees are negotiable.
Areas of Practice
Advisor Information
Office location
1115 Tower East, 20600 Chagrin Boulevard, Shaker Heights, OH, 44122
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No disclosures, customer disputes, or regulatory actions on file.
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Robert is the Chief Investment Strategist at Capital Advisors LTD, LLC, supporting partners in financial planning activities. This role takes nearly full-time hours.