Robert Fratkin
Robert Fratkin is a registered investment advisor at Arete Wealth Advisors, LLC, based in Vienna, VA, with 55 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,426 clients with $2.7B 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 $249K | 3.00% |
| $249K - $750K | 2.50% |
| $750K - $1.5M | 2.00% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable. A $50,000 initial minimum account balance is generally required, but may be waived.
Fee Estimator
Location
8500 Leesburg Pike, Suite 210, Vienna, VA, 22182
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2017Other Business Activities
Robert has a checking account for hobby and collecting purposes, is a shareholder of Catskill Hudson Bank and Crowe & Company, and is involved with the American Political Items Collectors educational organization. None of these activities are investment-related.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
Arete Wealth Advisors, LLC
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Lehman Brothers INC.Broker
Shearson Hayden Stone INC.Broker
Shearson Hayden Stone INC.Broker
Shearson, Hammill & CO., IncorporatedBroker
F I Dupont Glore Forgan & COBroker
State Registrations3 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.