Robert Korljan is a PFS-designated registered investment advisor at Eaton-Cambridge INC., based in Phoenix, AZ, with 26 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, High Net Worth, Investment Management, and 1 more. Their firm serves 311 clients with $480M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
5090 N. 40th Street Suite 205, Phoenix, AZ, 85018
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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 owns Corporate Benefit Services, Inc. (payroll services) and Cambridge Tax Advisory LLC (tax consulting). He also serves as a board member and shareholder for Bone Foam Inc. and as a board member for Solid Rock and Scalpel at the Cross, dedicating minimal time to each.
Employment History
Current Registrations
Eaton-Cambridge INC.
Previous Registrations
724 Capital, LLC
Johnson Wealth Management, LLC
State Registrations1 state
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