Robert Cluck is a CFP-designated registered investment advisor at The Aspen Equity Group, based in Waco, TX, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 42 clients with $37M 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 | 0.50% |
| $250K - $500K | 0.50% |
| $500K - $750K | 0.50% |
| $750K+ | 0.50% |
Households with less than $100,000 pay an annual management fee of 2.00%. Minimum annual fee is $1,750. Fees are negotiable within a normal range. A one-time account initiation fee of 0.5% and a monthly performance reporting fee of 0.05% of assets apply.
Fee Estimator
Location
510 N. Valley Mills, Suite 404, Waco, TX, 76710
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is the owner of AEG Fund Advisors, Inc. since 2001 and works as a portfolio manager for an investment fund. This takes a few hours per week.
Employment History
Current Registrations
The Aspen Equity Group
Previous Registrations
The Aspen Equity Group
State Registrations1 state
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.
Exams
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