Robert Moore
Robert Moore is a registered investment advisor at Institutional Capital Management, INC., based in Petoskey, MI, with 26 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 11 clients with $580M 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 $10.0M | 0.20% |
| $10.0M - $50.0M | 0.15% |
| $50M+ | 0.06% |
Fees are negotiable. The fee for assets between $10,000,001 - $50,000,000 can range from 0.15% to 0.20%. The fee for assets above $50,000,000 can range from 0.056% to 0.12%.
Fee Estimator
Location
Petoskey, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert has been an investment advisor at Institutional Capital Management since 1999.
Employment History
Current Registrations
Institutional Capital Management, INC.
State Registrations1 state
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