Robert Geller
Robert Geller is a registered investment advisor at Arete Wealth Advisors, LLC, based in Park Ridge, IL, with 11 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
626 Busse Hwy, Park Ridge, IL, 60068
Get directionsHistory
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 ActivitiesSells Insurance
Robert is an advisor with Personal Financial Strategies, Inc., offering life insurance and annuities since 2019. He dedicates a few hours per week to this investment-related activity, including long-term care insurance, QLACs, and term/cash-value life insurance.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Primerica Advisors
PFS Investments INC.Broker
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
Morgan Stanley
Morgan StanleyBroker
Thomas James Associates, INC.Broker
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.