Robert Mcvicker is a registered investment advisor at Oak Ridge Investments, LLC, based in Chicago, 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 Investment Management. Their firm serves 2,876 clients with $1.3B 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 $10.0M | 0.95% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.70% |
The fee schedule shown is for the Small/Mid Cap strategy. Fees are negotiable and may vary based on the size of the account, related clients, and other factors. Other strategies have different fee schedules. First $10 million: Mid Cap 0.85%, Large Cap 0.65%, All Cap 0.80%, Dividend Growth 0.75%. Next $15 million: Mid Cap 0.75%, Large Cap 0.55%, All Cap 0.70%, Dividend Growth 0.65%. Next $25 million: Mid Cap 0.70%, Large Cap 0.50%, All Cap 0.65%, Dividend Growth 0.60%. Over $50 million: Mid Cap 0.65%, Large Cap 0.45%, All Cap 0.60%, Dividend Growth 0.55%.
Fee Estimator
Location
10 S Lasalle St, Suite 1250, Chicago, IL, 60603
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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.
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Robert is an Executive VP/Senior Portfolio Manager at Oak Ridge Investment since 1990, making equity buy/sell decisions and marketing their products. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Oak Ridge Investments, LLC
Previous Registrations
Imst Distributors, LLCBroker
Pioneer Funds Distributor, INC.Broker
Oak Ridge Investments, INC.Broker
State Registrations1 state
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