Robert Mesch
Robert Mesch is a CFP-designated registered investment advisor at Intuitive Wealth Management, LLC, based in Downers Grove, IL, with 38 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 60 clients with $45M 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 $250K | 1.50% |
| $250K - $1.0M | 1.10% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Fees are charged in advance on a quarterly basis. Intuitive Wealth Management has the discretion to negotiate lower fees or waive fees in individual cases.
Fee Estimator
Location
Downers Grove, IL
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Regulatory History (1)
Customer Dispute
July 1999Other Business ActivitiesSells Insurance
Robert has been an insurance agent since 1986, spending minimal time on this activity. This activity is not investment-related.
Employment History
Current Registrations
Intuitive Wealth Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
The Advisors Group, INC.Broker
Fortis Investors, INC.Broker
Dreher & Associates, INC.Broker
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.