Robert Zalokar is a CFP-designated registered investment advisor at Lifegoals Financial Group, based in Owosso, MI, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 163 clients with $59M 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 $500K | 1.00% |
| $500K - $750K | 0.95% |
| $750K - $1.3M | 0.90% |
| $1.3M - $1.8M | 0.85% |
| $1.8M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
215 N Water St, Suite 129, Owosso, MI, 48867
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lifegoals Financial Group
State Registrations1 state
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