Robert Fleck is a CFP-designated registered investment advisor at World Capital Advisors, LLC, based in Denver, CO, with 34 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 49 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum advisory fee is 1.50%. Total combined fees including third-party manager fees will not exceed 2.25%. Fees may be negotiable for clients with multiple accounts.
Fee Estimator
Location
1636 Logan Street, Denver, CO, 80203
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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 Activities
Robert owns Lifestyle Financial Advisors, a financial planning and wealth management firm, and is involved in several family real estate investment companies. He also serves on the investment committee for American Growth Fund and is an employee of Investment Research Corporation, dedicating a few hours per week to each.
Employment History
Current Registrations
World Capital Advisors, LLC
Previous Registrations
1717 Capital Management Company
State Registrations2 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
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