Ian Robertson is a registered investment advisor at Capital Management Services, INC., based in Manchester, MO, with 21 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 145 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
410 Sovereign Ct., Suite 13, Manchester, MO, 63011
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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
Ian owns ITROBERTSONCONSULTING, LLC, a marketing consulting firm established in 2013. This activity takes a few hours per week.
Employment History
Current Registrations
Capital Management Services, INC.
Previous Registrations
Lyons Wealth Management
Argentus Advisors, LLC
Genworth Financial Wealth Management, INC.
Lincoln Financial Distributors, INC.
Manning & Napier Advisory Advantage Corporation
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.