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Robert Bukowski

19 Years of Experience
Milwaukee, WI

Robert Bukowski is a registered investment advisor at Alpha Investment Consulting Group, LLC, based in Milwaukee, WI, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 67 clients with $640M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
67 clients
Average Client Portfolio
$9.5M average
Assets Under Management
$635.7M

Fee Structure

Investment management only (planning not offered)

Alpha Investment Consulting Group offers discretionary management based on a percentage of assets, which is negotiable. The specific percentage is not listed in the brochure.

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Location

111 E. Kilbourn, Suite 1600, Milwaukee, WI, 53202

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Alpha Investment Consulting Group, LLC
August 2006 - Present · 19 yrs 9 mos
State Registrations1 state
WI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robert Bukowski - Financial Advisor | TrueAdvisor