Robert Beswick
Robert Beswick is a CFP, ChFC-designated registered investment advisor at Preisz Financial, based in Portland, OR, with 44 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 346 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $750K | 1.25% |
| $750K - $1.3M | 1.00% |
| $1.3M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are generally negotiable. Schedules vary depending on the specific LPL program or third-party manager selected. Other programs include Model Wealth Portfolios (total fees 0.50% to 1.80%), Guided Wealth Portfolios (0.80% total), and Symmetry Partners (0.45% to 0.90%).
Fee Estimator
Location
4525 SW Condor Ave, Portland, OR, 97239
Get directionsHistory
Regulatory 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 ActivitiesSells Insurance
Robert spends about half his time on non-variable insurance through Preisz Associates, Inc. Since 2013, he has also been involved in individual life, disability, long-term care, and group health sales and service, dedicating minimal time to this.
Employment History
Current Registrations
Preisz Financial
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Mutual Service CorporationBroker
Lowry Financial Services CorporationBroker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations14 states
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
- Thomas Davenport, CFAPreisz Financial
- Geoffrey Laroche, CFPPreisz Financial
- William Sample, CFPPreisz Financial
- Ryan Long, CFAAdvisory Solutions Group
- Philip Richman, CFPCiclo Wealth LLC
- Reem Rizk-Hunter, CFPColdstream Wealth Management