Robyn Kennedy O'halloran
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are calculated based on total assets per household. Customers will receive advance billing notice either on statement or in an invoice. The fee will be deducted from the account monthly up to through National Financial and Folio in arrears, quarterly in arrears at RBC Clearing, Schwab, Delta and Equity Trust Advisor Solutions and quarterly in advance at AssetMark and Empirical Asset Management. CCMA can charge an hourly fee which is provided upon request only to provide analysis of stock, non-stock, bond financial investments, insurance, estate, and tax planning. The fee will range from $200 an hour to $500 an hour based on the complexity of the analysis.
Areas of Practice
Advisor Information
Office location
4722 Main Street, Lisle, IL, 60532
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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Robyn works full-time as a sales consultant at Heartland Business Systems, a technology solutions and engineering services company. She also spends minimal time as a managing member and investment advisor at CCMA, an advisory firm.