Robert Mcleod
Robert Mcleod is a CFA, CFP-designated registered investment advisor at Financial Economics Consulting Group, INC., based in Tuscaloosa, AL, 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 Investment Management. Their firm serves 156 clients with $77M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.55% |
| $7.5M - $10.0M | 0.50% |
| $10M+ | 0.45% |
Fees may be negotiable.
Fee Estimator
Location
2316 UNIVERSITY BLVD. Suite 201, Tuscaloosa, AL, 35401
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1991Other Business Activities
Robert is a 50% member/owner of MRE, LLC, which owns the building from which his investment business operates, and he provides limited maintenance services. He also helps identify and analyze properties for MRM, LLC, a company seeking residential and commercial rental properties, working on this after hours and on weekends.
Employment History
Current Registrations
Financial Economics Consulting Group, INC.
State Registrations3 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.