Robert Werr
Robert Werr is a registered investment advisor at Calton & Associates, INC., based in Burr Ridge, IL, with 33 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.60% |
Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.
Fee Estimator
Location
Burr Ridge, IL
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
January 2019Customer Dispute
September 2013Other Business ActivitiesSells Insurance
Robert owns rental real estate properties since 1992 and 2012, respectively, dedicating minimal time to each. He is also an agent for several insurance companies, selling life, disability, and health insurance.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Calton & Associates, INC.
Dominion Portfolio Management, INC.
Previous Registrations
Dominion Investor Services, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations5 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.
Exams
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