Robert Foretich
Robert Foretich is a registered investment advisor at Banner Investment Consultants, based in Burlington, WA, with 2 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Banner Investment Consultants does not directly charge fees. Fees are charged by the portfolio managers selected by the investor from Envestnet's list. These fees are negotiable and based on a percentage of the assets managed. The fees cover Banner's advisory services, Envestnet's investment management, custodian fees, and trading fees. Investors can terminate their contracts and receive a refund of unearned fees.
Location
Burlington, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1988Employment History
Current Registrations
Banner Investment Consultants
Previous Registrations
First Wall Street CORP.
Oakwood Capital Management LLC
State Registrations1 state
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
More Advisors
- Steve Piccini, CFAD.A. Davidson & CO.
- Lisa Atkinson, ChFCState Farm Investment Management CORP.
- Luke Mize, CFPEdward Jones