Robert Becker is a CFA-designated registered investment advisor at Keeley-Teton Advisors, LLC, based in Chicago, IL, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $12M in assets under management.
Keeley-Teton Advisors generally charges 1% per year for managing separate accounts, although this can be negotiated. Some accounts may also have a performance-based fee. The minimum account size is typically $1 million, but this can be waived in certain situations. Fees are usually paid quarterly, either in arrears or in advance, as agreed upon with the client.
141 West Jackson Blvd, Suite 2150, Chicago, IL, 60604
Get directionsNo 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 →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.