Robert Kalman is a registered investment advisor at Miramar Capital, based in Northbrook, IL, with 37 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 147 clients with $510M 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 $1.0M | 1.40% |
| $1.0M - $4.0M | 1.25% |
| $4.0M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
666 Dundee Road, Suite 502, Northbrook, IL, 60062
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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 operates Foresight Investments, LLC for investment-related activities and is a principal at Kalman Kushnir Capital, dedicating about 10-20% of his time to advisory business. He is also a registered representative with Saxony Securities, spending a few hours per week on securities business.
Employment History
Current Registrations
Miramar Capital
Previous Registrations
Saxony Securities, INC.Broker
Foresight Investments, LLCBroker
Jersey Shore Trading Group INC.Broker
Phillip Louis Trading, INC.Broker
Shamrock Partners, LTDBroker
Kalman Kushnir Capital INC.
Liss Financial ServicesBroker
R. D. Kushnir & CO.Broker
Horwitz, Schakner & Associates, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
State Registrations2 states
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.