Robert Thompson
Robert Thompson is a CFP-designated registered investment advisor at Harvest Investment Services, LLC, based in Palos Hills, IL, with 36 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, Insurance Planning, and 3 more. Their firm serves 1,393 clients with $530M 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 $50K | 2.80% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1000K | 2.00% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.75% |
| $2.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,000. Accounts with holdings less than $50,000 may be assessed a $25 quarterly reporting fee in addition to the percentage based Advisory Fee.
Fee Estimator
Location
9944 S. Roberts Road, Suite 108, Palos Hills, IL, 60465
Get directionsHistory
Regulatory History (2)
Regulatory
September 2024Employment Separation After Allegations
October 2023Other Business ActivitiesSells Insurance
Robert is the president of Progressive Financial Planning Services Inc and provides insurance and advisory services. He also serves as Board President-Chair for Oak Lawn Public Library Foundation, an advisory board member for Virtu Broadband LLC, a Retirement Plan Officer/Consultant for Midland States Bank, and Moderator of Church Council of Leaders for Living Faith Community Church.
Employment History
Current Registrations
Harvest Investment Services, LLC
Previous Registrations
Harvest Investment Services, LLC
Harvest Investment Services, LLC
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
The Concord Equity Group, LLCBroker
Emissary Financial Group, INC.Broker
Money Concepts Capital CORPBroker
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.