Robert Leon
Robert Leon is a registered investment advisor at Harbour Financial Resources, LTD, based in Skokie, IL, with 28 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 144 clients with $180M 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 $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.35% |
Fees may be negotiable on a case-by-case basis. Option investing has a different fee schedule. Annual fee on outside assets is 0.25%.
Fee Estimator
Location
9933 Lawler Ave, Suite 500, Skokie, IL, 60077
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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 Chief Financial Officer of Patricia Rhodes Inc.
Employment History
Current Registrations
Harbour Financial Resources, LTD
State Registrations2 states
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