Robert Boerkoel
Robert Boerkoel is a registered investment advisor at Regal Investment Advisors LLC, based in Grand Rapids, MI, with 33 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,859 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.
Location
946 Cherry St SE, Grand Rapids, MI, 49506
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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 ActivitiesSells Insurance
Robert is a full-time accountant and owner of Boerkoel & Boerkoel, also holding a life/annuity insurance license and dedicating a few hours per week to insurance activities. He also owns Payroll by Design, LLC, but has no related duties.
Employment History
Current Registrations
Regulus Financial Group, LLCBroker
Regal Investment Advisors LLC
Previous Registrations
Centennial Securities Company INC
Centennial Securities Company, INC.Broker
Royal Advisors, LLC
Royal Securities CompanyBroker
Kent King Securities CO., INC.Broker
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.