Robert Salzman
Robert Salzman is a CFP-designated registered investment advisor at Rb Salzman Wealth Management, LLC, based in Arlington Heights, IL, with 12 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 29 clients with $36M 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 $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $1.0M | 0.50% |
| $1.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.26% |
| $5M+ | 0.00% |
RBSalzman reserves the right to negotiate all fee arrangements.
Fee Estimator
Location
Arlington Heights, IL
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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
Rb Salzman Wealth Management, LLC
Previous Registrations
AXA Advisors, LLC
State Registrations1 state
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