Robert Grossheim
Robert Grossheim is a CFP-designated registered investment advisor at Family Wealth Advisory Group, LLC, based in Cincinnati, OH, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 219 clients with $400M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The minimum annual fee is $6,500. Investment supervisory agreements without planning carry a flat 1.00% fee with no minimum.
Fee Estimator
Contact
Robert Grossheim
Location
7359 East Kemper Road, Suite A, Cincinnati, OH, 45249
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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 and main instructor of Japanese Karate Do, LLC since 2015, a business he inherited. He spends a few hours per week instructing and managing administrative duties.
Employment History
Current Registrations
Family Wealth Advisory Group, LLC
Previous Registrations
Lincoln Financial Advisors 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.
Exams
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